Serve Toronto wealth management clients through responsive service, accurate account transactions, and effective relationship management. This is a full time contract position.
The Associate serves as a primary client contact within RBC’s Wealth Management platform. The work combines customer service, fund transfers, wire payments, account maintenance, and onboarding coordination. You will liaise with internal partners and external stakeholders while supporting regulatory and firm requirements.
Key Responsibilities: Deliver responsive, professional service as primary client contact
Process fund transfers, wire payments, and account maintenance
Coordinate onboarding documentation for current clients
Liaise with partners to resolve inquiries and execute requests
Maintain controls and identify potential operational risks
Requirements: Customer service and customer service management skills
Strong interpersonal relationship management abilities
Decision making skills for client and operational matters
Knowledge of investment management
Understanding of investment performance measurement
Bring client service, transaction accuracy, and operational judgment to RBC Wealth Management in Toronto’s client-focused Associate position.