Client Experience Associate

2 weeks ago

North Vancouver, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**:
To be part of the Eydt Wealth Partners - a leading wealth management practice at RBC Dominion Securities, the number one asset management firm in Canada. Our approach to investing is intrinsically personal. To us, financial planning isn’t about money; it’s about people. We prioritize getting to know our clients’ financial vision so we can make personalized recommendations. This work provides the clarity, stability, and confidence required to spend without the fear of outliving your money. Simply put, our proven process allows clients to enjoy their money. Our team is a family. We’re tight-knit, supportive, and work closely and well together.

**What will you do?**:

- Client meeting preparation
- Fulfill client inquiries
- Investigate and resolve inquiries related to accounts
- Manage documentation & regulatory requirements for new and existing clients
- Maintain client relationships and knowledge of accounts
- Helping to manage team operations while working to refine processes to ensure the team runs efficiently.

**What do you need to succeed?**:
**Must Have**:

- CSC or willing to obtain within 6-12 months
- Excellent client service skills
- Strong computer skills (Word, PowerPoint, Excel), Strong written and verbal communication skills
- Meticulous attention to detail
- Financial services industry experience with a strong understanding of financial administration, account types, rules and regulations

**Nice to Have**:

- CSC & CPH (IIROC licensed)
- Post-secondary degree
- A least 1 year of experience in a similar role

**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**

**Additional Job Details**

**Address**:
3053 EDGEMONT BLVD:NORTH VANCOUVER

**City**:
NORTH VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-01-23

**Application Deadline**:
2024-02-17

**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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