Private Client Associate Calgary

Private Client Associate Calgary

29 Oct
|
RBC
|
Calgary

29 Oct

RBC

Calgary

What is the prospect?

RBC PH&N; Investment Counsel ("RBC PH&N; IC") is one of Canada's leading boutique investment counselling firms with investment specialists nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

What will you do?
Identify, investigate, and resolve all client inquiries, administrative errors, etc.
Be a key support to the administrative activities and responsibilities of the team
Ensure trades are processed accurately and on a timely basis
Manage all aspects of

📌 Private Client Associate Calgary
🏢 RBC
📍 Calgary

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