Rbc Client Experience Associate Role (Collingwood)

Rbc Client Experience Associate Role (Collingwood)

29 Sep
|
RBC Dominion Securities
|
Collingwood

29 Sep

RBC Dominion Securities

Collingwood

Join RBC Dominion Securities as a Client Experience Associate in Collingwood, enhancing client satisfaction and supporting Advisors in their wealth management efforts.This full-time position at RBC Dominion Securities emphasizes relationship-building and exemplary service. You will help maintain client accounts, manage documentation compliance, and assist in executing effective client service plans. Your organizational skills and dedication to client experience will foster valuable relationships and help clients achieve their financial goals.Key Responsibilities:Execute effective client account administration and requestsAssist Advisors with client service executionOrganize and prepare client meetings thoroughlyResolve client inquiries with exceptional problem-solvingMaintain team communications and documentationRequirements:Completion of Canadian Securities Course and CPH within 12 monthsStrong business technology skills including MS OfficeHigh-quality organization and time managementProfessional, friendly, and warm client interaction skillsExperience in the securities industry is a plusTransform client experiences and strengthen your career with RBC in Collingwood.

📌 Rbc Client Experience Associate Role (Collingwood)
🏢 RBC Dominion Securities
📍 Collingwood

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