Provide exemplary service as an Investment Client Associate at RBC Phillips, Hager & North in Québec. Specialize in managing high-net-worth client portfolios. This full time position is essential for supporting the Investment Counsellor and enhancing client satisfaction.

You will assist in portfolio maintenance, ensuring accurate trades and managing client documentation while attending client meetings as necessary. Your bilingual skills will be leveraged to communicate effectively with diverse clients. Key Responsibilities:
Address and resolve client inquiries swiftly
Support team administrative functions and efforts
Process transactions accurately and within time constraints
Oversee account openings and client financial documentation
Aid in organizing client meetings and calls Requirements:
Diploma of College Studies or bachelor’s degree from an accredited institution
Proficiency in Microsoft 365 applications
Bilingual in English and French to support client needs
Robust proven client service capabilities
Exceptional attention to detail and time management abilities Become a fundamental part of RBC’s client service excellence in wealth management as an Investment Client Associate.

📌 Investment Client Associate Role At Rbc Quebec City
🏢 RBC
📍 Quebec City