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Job Description & How to Apply Below
Enhance your career with RBC PH&N Investment Counsel as a Private Client Associate in Vancouver. Support high-net-worth clients while collaborating with a professional investment team.
This full-time role involves assisting Investment Counsellors with portfolio maintenance and client service. You will perform vital administrative tasks, ensuring superior service and a seamless experience for clients. Your responsibilities will also include receptionist duties to greet clients and manage appointments effectively.
Key Responsibilities:
• Identify and resolve all client inquiries and administrative errors
• Support team’s administrative activities and responsibilities
• Ensure timely and accurate processing of trades
• Manage account opening documentation and maintain cash flow
• Attend client meetings and maintain accurate records
Requirements:
• Minimum 2 years in investment industry roles
• Prior receptionist experience in a professional environment
• Advanced proficiency in MS Office applications
• Ability to work effectively under high pressure
• Exceptional verbal and written communication skills
Leverage your client management and administrative expertise to thrive in a dynamic team at RBC PH&N Investment Counsel.
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Position Requirements
10+ Years
work experience
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