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Financial Services Associate
Job Description & How to Apply Below
This full-time position at the Winnipeg branch requires a collaborative individual to enhance client relations through effective communication and problem-solving. As an Associate, you will handle client inquiries and support Advisors with administrative duties. Your meticulous organizational skills will be pivotal in managing priorities and ensuring smooth operations.
Key Responsibilities:
• Handle communications from clients and internal partners
• Resolve client issues proactively for smooth service
• Facilitate client account inquiries and ensure follow-ups
• Execute administrative tasks, including fund processing
• Identify opportunities for client asset consolidation
Requirements:
• Strong communication abilities, both verbal and written
• Proficiency with the Microsoft Office Suite
• Experience in the financial services sector
• Excellent organizational skills and keen attention to detail
• Post-secondary education (preferred)
Support client success and drive operational excellence at RBC Dominion Securities in Brandon.
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Position Requirements
10+ Years
work experience
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