Private Client Associate at RBC PH&N

Elevate your career with RBC PH&N Investment Counsel as a Private Client Associate in Vancouver. Support high-net-worth clients with portfolio maintenance and top-tier administrative services.

RBC PH&N Investment Counsel is seeking a Private Client Associate with at least two years of investment industry experience. This full-time role involves managing client inquiries, maintaining accurate trades, and assisting Investment Counsellors. You'll ensure exemplary service to high-net-worth clients while handling reception duties at our Vancouver branch.

Key Responsibilities:

• Address client inquiries and administrative errors promptly

• Support daily administrative tasks of the investment team

• Ensure timely processing of trades and account documentation

• Organize client management appointments and meetings

• Contribute to team functions and office coordination

Requirements:

• Minimum 2 years’ experience in investment-related roles

• Professional receptionist experience in a high-profile environment

• Advanced MS Office proficiency

• Strong verbal and written communication skills

• Ability to work effectively under pressure

Bring your expertise in client relations and finance to RBC PH&N Investment Counsel in Vancouver.
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