Client Service Associate- EN (Montreal)

Client Service Associate- EN (Montreal)

03 Oct
|
RBC Dominion Securities
|
Montreal

03 Oct

RBC Dominion Securities

Montreal

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 professional 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 workplace, 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. 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 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. 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. Bachelor’s degree Canadian Investment Regulatory Exam (CIRE) At least two years of experience in wealth management, financial services, or similar client-focused industry Bilingualism (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 needs A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and RBC Share Purchase Plan Employment Type: Full time Posted Date: 2026-09-14 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 opportunity for all. #

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

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