Rbc Client Associate

Overview

Step into the RBC Dominion Securities team as a Client Associate in Ottawa, Canada. This full-time position emphasizes client service and coordination for a seamless Advisor experience. In this role, you will be instrumental in managing client accounts, preparing meetings with Advisors, and providing exceptional service. Your ability to resolve issues and maintain compliance is crucial for achieving client satisfaction. This role contributes to the wealth-management process positively.

• Prepare and coordinate meetings for Advisors with clients
• Proactively resolve client service issues and inquiries
• Manage incoming communications related to accounts
• Assist Advisors with client onboarding tasks
• Maintain accurate client files and documentation

• Must have Canadian Investment Regulatory Exam, CIRE
• Robust skills in Microsoft Office Suite
• High-level organizational and time-management abilities
• Demonstrated commitment to providing friendly client service
• Experience in the securities industry preferred