Job Description & How to Apply Below
Step into a vital role at RBC Dominion Securities as a Client Experience & Wealth Associate in Vancouver. Deliver outstanding service and ensure a smooth client experience throughout their journey.
In this prominent role, you will be essential to the success of the advisory team by enhancing client interactions and ensuring meticulous attention to service details. Your expertise in Microsoft Office and two years of experience in the securities industry will help you manage ongoing client activities, challenges, and relationships effectively. You'll be responsible for liaising between internal departments and clients, maintaining accounts and communication strategies.
Key Responsibilities:
• Deliver seamless onboarding and client management
• Prepare for Wealth Management meetings effectively
• Resolve client inquiries and streamline communication
• Maintain and update client accounts regularly
• Support teams by managing client experience standards
Requirements:
• Minimum 2 years in the securities sector
• Proficient in Microsoft Office Suite
• Exceptional client service and communication skills
• Familiarity with RBC systems is advantageous
• Excellent verbal and written communication in English
Support RBC's commitment to client excellence in Vancouver.
Position Requirements
10+ Years
work experience
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