Client Service Associate- En (Montreal)

Client Service Associate- En (Montreal)

29 Sep
|
RBC Dominion Securities
|
Montreal

29 Sep

RBC Dominion Securities

Montreal

What is the opportunity?A top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven skilled who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.Job DescriptionA top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven qualified who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.What will you do?Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely,



and solutions-oriented manner.Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.Assist in preparing client reviews, reports, and other key deliverables to enhance client satisfaction.Act as a liaison between clients and internal/external partners, ensuring smooth communication and resolution of inquiries.Maintain a high level of accuracy, organization, and attention to detail in all client-related tasks.Uphold and articulate the team's investment philosophy.What do you need to succeed?Must-haveBachelor's degreeCanadian Investment Regulatory Exam (CIRE)At least two years of experience in wealth management, financial services, or similar client-focused industryStrong ability to work under pressure while managing multiple priorities with a high level of accountability and reliabilityBilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needsNice-to-haveHighly motivated team player who thrives in a fast-paced, dynamic, and collaborative environmentPassionate professional with excellent interpersonal skills who can build strong relationships with clients, colleagues,



and partnersMeticulousness with exceptional organizational and time management skillsProblem solver with a proactive mindset who can anticipate client needs and find solutions efficientlyWhat's in it for you?Be part of a high-performing and client-focused team within one of the world's leading financial institutionsA comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and RBC Share Purchase PlanA dynamic and supportive work environment that values commitment, collaboration, and career growthAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MontréalCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-09-14Application Deadline: 2026-10-13Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and chance for all.

📌 Client Service Associate- En (Montreal)
🏢 RBC Dominion Securities
📍 Montreal

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