Client-Focused Associate at RBC Dominion (Red Deer)

Client-Focused Associate at RBC Dominion (Red Deer)

15 Oct
|
RBC Dominion Securities
|
Red Deer

15 Oct

RBC Dominion Securities

Red Deer

Elevate your career as a Client-Focused Associate with RBC Dominion Securities in Red Deer. Deliver exceptional service while managing client accounts and supporting investment strategies. In this full time role, you will play a crucial part in account maintenance and client management.

Your responsibilities will include executing trades, handling client inquiries, and ensuring compliance with industry standards. You will work closely with the Advisor Team, enhancing client relationships and managing portfolios. Key Responsibilities:

- Maintain client accounts and manage trade executions
- Follow up on trade settlements to ensure accuracy
- Respond efficiently to client inquiries and requests
- Conduct ad hoc product and account analysis
- Liaise with internal departments for problem resolution Requirements:
- Proficient in Microsoft Office, especially Excel
- Time management and organization expertise
- Exceptional verbal and written communication skills
- Proven client service experience Utilize your problem-solving skills and organizational abilities to strengthen client relationships at RBC Dominion Securities.

📌 Client-Focused Associate at RBC Dominion (Red Deer)
🏢 RBC Dominion Securities
📍 Red Deer

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