Customer Service​/HelpDesk Associate, Bilingual

Job Description

The RBC Dominion Securities branch located in downtown Vancouver is seeking a bilingual (Mandarin & Cantonese) Associate to provide administrative support to a successful Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, productive support to both clients and the Advisor Team.

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.
• Draw on your social media skills to update the team’s communication channels, including websites, Linked In, Facebook, brochures, newsletters.
• Follow up on client trades to ensure proper settlement and delivery.
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

• Canadian Investment Regulatory Exam, CIRE
• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world‑class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills in English, Mandarin & Cantonese

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high‑performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

The expected base salary range for this position is $40,000 - $45,000. The position may be eligible to receive a discretionary/variable incentive payment up to 1x base salary. Compensation will be determined by factors such as the candidate’s experience, skills, registration status, performance, individual goals, market conditions and business needs.

• Account Management
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management

Location:

Vancouver, British Columbia, Canada.