Support high-net-worth clients in Langley as a Private Client Associate with RBC PH&N; Investment Counsel, coordinating portfolios, documentation, and service.
This full-time position supports the Investment Counsellor and team through daily portfolio maintenance and administration. You will manage inquiries, trades, account opening, client cash flows, records, and appointments. Receptionist responsibilities include greeting clients, handling communications, and supporting office operations.
Key Responsibilities: Investigate and resolve client inquiries and administrative errors
Process trades accurately and within required timelines
Manage account opening, documentation, cash flows, and balances
Maintain records, files, appointments, and scheduled meetings




Greet clients and coordinate incoming communications professionally
Requirements: Minimum two years’ similar investment industry experience
Prior receptionist experience in a qualified office
Advanced Microsoft Office proficiency, including Excel, Word, PowerPoint
Exceptional verbal and written communication skills
Ability to commute to Langley five days weekly
Apply private client administration, investment industry experience, and reception expertise supporting RBC PH&N; Investment Counsel clients in Langley.

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📌 Private Client Associate Langley (British Columbia)
🏢 RBC
📍 British Columbia