Client Support Associate - PH&N

Position: Client Support Associate - RBC PH&N
Join RBC PH&N Investment Counsel in Vancouver as a Client Support Associate, focusing on high-net-worth clients. Deliver exceptional service through proactive portfolio management and client interactions.

In this role, you will be a critical support to our Investment Counsellor, managing administrative tasks and enhancing client experience. Your expertise will be key in ensuring timely trade actions and seamless account management. Suitability includes at least two years in a comparable investment role and proficiency in MS Office.

Key Responsibilities:

• Investigate and resolve client inquiries efficiently

• Manage daily portfolio administration and maintenance

• Process trades with accuracy and timeliness

• Handle account documentation and cash flow management

• Attend client meetings and maintain detailed records

Requirements:

• 2+ years in investment industry roles

• Strong MS Office skills required

• Capability to work under high pressure

• CSC is advantageous

• University degree considered a benefit

Support high-net-worth clients by utilizing your customer service skills and investment knowledge at RBC PH&N.
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