24 Oct
|
RBC Dominion Securities
|
Vancouver
24 Oct
RBC Dominion Securities
Vancouver
What is the prospect?
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.
What will you do?
- Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
- Coordinate and prepare Wealth Management and review meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (
📌 Client Experience (Vancouver)
🏢 RBC Dominion Securities
📍 Vancouver