Client Experience Associate

5 months ago

Kelowna, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**:
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Kelowna is seeking a Client Experience Associate to deliver concierge level service for a successful Chairman Council Advisory team and their valued clients.

This role will require you to be well-organized, resourceful, proactive, have great time management skills, and be able to act independently to resolve complex issues. In addition, you will contribute to the efficiency of our business by providing personalized and timely support to your Chairman Council Advisor and our high value clients by offering back up administrative support to the team.

**Executive Assistant Duties**:

- Responsibilities include managing your Advisor’s calendar, keeping a line of sight of the team’s calendar to prepare meeting rooms for the flow of in-person client meetings,
- Act as an office administrator by keeping up with office supply needs - i.e. order of cookies, coffee, portfolio covers etc.
- Book ad hoc meetings, ordering impromptu surprise and delight gifts (i.e. Anniversary flowers/gifts, client birthday, thank you, and sympathy cards etc.),
- Oversee client events with support of Advisor and the team’s Marketing Assistant
- Seasonal planning - oversee collection of team photos, team messaging, ordering and distribution of client Christmas letter etc.

**Client Experience Assistant Duties**:

- Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

**What do you need to succeed?**:
**Must-have**:

- Minimum of 2 years of relevant experience as an Executive Assistant or Event Planner in banking, financial services, or wealth management.
- Strong Microsoft Office Suite skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills

**Nice-to-have**:

- Knowledge of RBC Dominion Securities’ systems and procedures, an asset

**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.
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value

**Job Skills**

Account Management, Customer Success, Decision Making, Financial Regulation, Interpersonal Relationships, Investment Risk Management, Problem Solving

**Additional Job Details**

**Address**:
1631 DICKSON AVE:KELOWNA

**City**:
KELOWNA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

  • Client Support Associate

    1 week ago

    Kelowna, British Columbia, Canada SKYTRAC Systems Ltd Full time

    We are seeking a Client Support Associate to join our team at SKYTRAC Systems Ltd. As a key member of our support team, you will provide top-notch assistance to our clients, ensuring their issues are resolved efficiently and effectively.Key ResponsibilitiesProvide exceptional customer service via phone, email, and chatTroubleshoot and resolve technical...

  • Customer Experience Associate

    5 months ago

    Kelowna, Canada CBI Health Full time

    **Customer Experience Associate - CBI Health - Kelowna.** **About Rehabilitation Services** CBI Health's Rehabilitation Services supports both the physical and mental health and well-being of Canadians from coast to coast. We provide rehabilitation services through our community-based healthcare team consisting of Physiotherapists, Kinesiologists,...

  • Client Care Centre Associate

    1 month ago

    Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Care Centre Associate to join our team at HUB International Canada West ULC (Canada West). As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving growth through proactive sales efforts.Key ResponsibilitiesProactively identify...

  • Client Care Centre Associate

    1 month ago

    Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Care Centre Associate to join our team at HUB International Canada West ULC (Canada West). As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving growth through proactive sales efforts.Key ResponsibilitiesProactively identify...

  • Team Lead, Client Experience

    5 months ago

    Kelowna, Canada Sephora Full time

    **Job ID**: 230459 **Store Name/Number**: BC-Kelowna (0558) **Address**: 2271 Harvey Avenue, Kelowna, BC V1Y 6H2, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora location. This can...

  • Client Care Centre Associate

    4 weeks ago

    Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Care Centre Associate to join our team at HUB International Canada West ULC (Canada West). As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving growth through proactive sales initiatives.Key ResponsibilitiesProactively...

  • Client Care Centre Associate

    1 month ago

    Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Care Centre Associate to join our team at HUB International Canada West ULC (Canada West). As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving growth through proactive sales efforts.Key ResponsibilitiesProactively identify...

  • Client Care Centre Associate

    1 month ago

    Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Care Centre Associate to join our team at HUB International Canada West ULC (Canada West). As a key member of our sales team, you will be responsible for delivering exceptional customer service and driving growth through proactive sales efforts.Key ResponsibilitiesProactively identify...

  • Customer Experience Associate

    1 month ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Experience Associate. As a key member of our Canadian Banking Branch network, you will play a vital role in delivering exceptional service to our customers and helping them achieve their financial goals.Your primary responsibility will be to provide...

  • Customer Experience Associate

    1 month ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Experience Associate. As a key member of our Canadian Banking Branch network, you will play a vital role in delivering exceptional service to our customers and helping them achieve their financial goals.Your primary responsibility will be to provide...

  • Sales Associate

    3 weeks ago

    Kelowna, British Columbia, Canada Michael Hill Full time

    At Michael Hill, we're committed to creating moments that matter in our customers' lives. As a Sales Associate, you'll play a pivotal role in delivering exceptional customer service in a team environment, fostering a fun and supportive culture.Our Sales Professionals are passionate about showcasing our premium jewellery products to customers, creating a...

  • Client Care Centre Associate

    5 months ago

    Kelowna, Canada HUB International Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Sales Associate

    3 weeks ago

    Kelowna, British Columbia, Canada Hudson's Bay Full time

    About the Role:The Sales Associate is a key member of our team, responsible for delivering exceptional customer service and driving sales results. As a Sales Associate, you will be the face of Hudson's Bay, providing a personalized shopping experience that exceeds our customers' expectations.Key Responsibilities:Build and maintain long-term relationships...

  • Sales Associate

    4 weeks ago

    Kelowna, British Columbia, Canada Hudson's Bay Full time

    About the Role:The Sales Associate is a key member of our team, responsible for delivering exceptional customer service and driving sales results. As a Sales Associate, you will be the face of Hudson's Bay, providing a personalized shopping experience that exceeds our customers' expectations.Key Responsibilities:Build and maintain strong relationships with...

  • Sales Associate

    2 months ago

    Kelowna, British Columbia, Canada Hudson's Bay Full time

    About the Role:The Sales Associate is a key member of our team, responsible for delivering exceptional customer service and driving sales results. As a Sales Associate, you will be the face of Hudson's Bay, providing a personalized shopping experience that exceeds our customers' expectations.Key Responsibilities:Build and maintain long-term relationships...

  • Sales Associate

    2 months ago

    Kelowna, British Columbia, Canada Hudson's Bay Full time

    About the Role:The Sales Associate is a key member of our team, responsible for delivering exceptional customer service and driving sales results. As a Sales Associate, you will be the face of Hudson's Bay, providing a personalized shopping experience that exceeds our customers' expectations.Key Responsibilities:Build and maintain long-term relationships...

  • DSW Sales Associate

    2 weeks ago

    Kelowna, British Columbia, Canada Designer Brands Full time

    Job Title: Sales AssociateAbout the Role:We are seeking a motivated and customer-focused Sales Associate to join our team at DSW. As a Sales Associate, you will play a key role in delivering exceptional customer experiences, driving sales growth, and supporting store operations.Key Responsibilities:Maximize store business results by consistently creating...

  • Sales Associate

    2 months ago

    Kelowna, British Columbia, Canada Hudson's Bay Full time

    About the Role:The Sales Associate - Customer Experience Expert is a key member of our team, responsible for delivering exceptional customer service and driving sales results. As a brand ambassador, you will be the face of Hudson's Bay, providing a personalized shopping experience that exceeds customer expectations.Key Responsibilities:Build and maintain...

  • Sales Associate

    2 months ago

    Kelowna, British Columbia, Canada Hudson's Bay Full time

    About the Role:The Sales Associate - Customer Experience Expert is a key member of our team, responsible for delivering exceptional customer service and driving sales results. As a brand ambassador, you will be the face of Hudson's Bay, providing a personalized shopping experience that exceeds customer expectations.Key Responsibilities:Build and maintain...

  • Customer Experience Associate

    5 months ago

    Kelowna, Canada Scotiabank Full time

    **Requisition ID**: 189155 **Employee Referral Program - Potential Reward**: $1,000.00 We are committed to investing in our employees and helping you continue your career at Scotiabank. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and...