Associate

1 month ago

NEWMARKET, Canada Royal Bank of Canada Full time

Job Summary

What is the opportunity?

The RBC Dominion Securities branch located in Newmarket/Aurora is seeking an Associate to provide administrative support to our Investment Advisors. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

The ideal candidate should have at least one year experience in the investment field working as an assistant/associate and be fully IIROC licensed.

Job Description

What will you do?

  • 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.
  • 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 teamâs communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
  • Follow up on client trades to ensure proper settlement and delivery

Job Skills

Client Relationship Management, Communication, Detail-Oriented, Financial Products, Group Problem Solving, Investments, Teamwork, Work Collaboratively

Additional Job Details

Address:

17120 LESLIE ST:NEWMARKET

City:

NEWMARKET

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-02-29

Application Deadline:

2024-04-26

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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