Private Client Associate

1 month ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.

**What will you do?**
- Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client
- 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
- Assist other team members and continue to strengthen cross-business working relationships

**What do you need to succeed?**

**Must Have**
- Minimum 2 years experience in a similar role in the investment industry
- College diploma or bachelor’s degree
- Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
- Proven client service skills
- Meticulous attention to detail and excellent time management skills

**Nice to Have**
- CSC, CIM, and\or CFP Designations

**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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
- A world-class training program in financial services

**Job Skills**

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

**Additional Job Details**

**Address**:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-04-10

**Application Deadline**:
2024-04-25

**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.

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