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. Solid Microsoft Office skills, professional client service,
and English communication are essential.Key Responsibilities:Enhance client experience from onboarding through year-round contactCoordinate Wealth Management and review meetings for AdvisorsResolve client issues and liaise with departments for executionRespond to account transactions, tax receipt, and reporting inquiriesMaintain accounts, timelines, communications, and Wealth Management activity auditsRequirements:Minimum two years of securities industry experienceStrong Microsoft Office Suite skillsProfessional, warm, and friendly client service approachExceptional verbal and written English communication skillsKnowledge of RBC Dominion Securities systems and procedures is an assetApply your securities experience, client service expertise, and communication skills supporting RBC Dominion Securities wealth clients in Vancouver.
📌 Wealth Associate Vancouver Client Service
🏢 RBC
📍 Vancouver
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