Private Client Associate

3 weeks ago

Vancouver, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Private Client Associate

**What is the opportunity?**:
**What will you do?**
- Identify, investigate, and resolve all client inquiries, administrative errors, etc.
- Be a key support to the administrative activities and responsibilities of the team
- Ensure trades are processed accurately and on a timely basis
- Manage all aspects of account opening and documentation and maintain client cash flows and balances
- Maintain records and files and attend client meetings as required.
- Proactively assist with client management of appointments and scheduled meetings / calls
- Stay current with all RBC Policies & Procedures
- Assist other team members and continue to strengthen cross-business working relationships.

**What do you need to succeed?**

**Must Have**
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Advanced proficiency in MS Office (Excel, Word, PowerPoint)
- Be able to work under high pressure
- Must have strong organizational skills and meticulous attention to detail

**Nice to Have**
- Canadian Securities Course (CSC)
- University Degree

**What’s in it for you?**

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Gain a breadth of experience and exposure to the global WM platform
- Opportunities to building close relationships with colleagues and clients

**Job Summary**

**Address**:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

**City**:
CAN-BC-VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-06-07

**Application Deadline**:
2023-06-30

**I**nclusion** 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.

**Join our Talent Community**

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