Client Service Associate at RBC

Enhance client relationships with RBC Dominion Securities as a Client Service Associate in Abbotsford. Provide excellent support and ensure compliance with banking regulations while assisting both clients and Advisors.

In this role, you will work closely with the Advisor Team and clients, ensuring the seamless resolution of private banking deals. Your expertise will facilitate key account management while maintaining compliance with regulations. Deliver outstanding client service through proactive communication and organization in every aspect of your work.

Key Responsibilities:

• Coordinate and prepare Advisor-client meetings

• Provide proactive support, focusing on problem resolution

• Respond to inquiries regarding account transactions

• Assist with client onboarding for new clients

• Maintain and update client files accurately

Requirements:

• Canadian Investment Regulatory Exam, CIRE or CFA 1 (preferred)

• Strong skills in Microsoft Office Suite

• Excellent organization and time management

• Exceptional verbal and written communication skills

• Experience in the securities industry is a plus

Support RBC's client-focused service while exercising regulatory compliance in Abbotsford.
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