Job Description & How to Apply Below
In this role, you will assist our Advisor team by managing client accounts and executing requests efficiently. Your organizational skills will ensure compliance while providing timely client responses. Engage with clients through frequent updates on our communication platforms and deliver exceptional service.
Key Responsibilities:
• Manage client account administration processes
• Identify outreach opportunities with existing clients
• Ensure compliance with documentation and regulatory standards
• Respond to various client inquiries and transactions
• Maintain updated communication across multiple channels
Requirements:
• Proficiency in business applications and technology
• Strong organizational and time management skills
• Professional, warm approach to client interactions
• Outstanding verbal and written communication abilities
• Completion of Industry Investment Representative licensing is desirable
Drive client satisfaction and administrative efficiency at RBC Dominion Securities in Saskatoon.
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