Private Client Associate PH&N

Position: Private Client Associate at RBC PH&N
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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