Deliver concierge-level client service at RBC Dominion Securities in downtown Vancouver, using empathy, communication, and attention to detail. Support a high-performing Advisory Team in its Vancouver office.

As a Client Experience & Wealth Associate, you will support clients throughout onboarding, account maintenance, and year-round contact. The work includes coordinating Wealth Management meetings, resolving inquiries, and supporting Advisors through the Wealth Management process. Strong Microsoft Office skills, professional client service, and English communication are essential.

Key Responsibilities:

• Enhance client experience from onboarding through year-round contact
• Coordinate Wealth Management and review meetings for Advisors
• Resolve client issues and liaise with departments for execution
• Respond to account transactions,
  
  
  
  tax receipt, and reporting inquiries
• Maintain accounts, timelines, communications, and Wealth Management activity audits

Requirements:

• Minimum two years of securities industry experience
• Solid Microsoft Office Suite skills
• Professional, warm, and friendly client service approach
• Exceptional verbal and written English communication skills
• Knowledge of RBC Dominion Securities systems and procedures is an asset

Apply your securities experience, client service expertise, and communication skills supporting RBC Dominion Securities wealth clients in Vancouver.