Associate
3 weeks ago
**Job Summary**
Associate
What is the opportunity?
The RBC Dominion Securities branch located in Newmarket is seeking an Associate to provide administrative support.
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
**What will you do?**
- 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.).
- Assist the Advisor team with client onboarding.
- 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.
- Follow up on client trades to ensure proper settlement and delivery
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
**Job Skills**
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
**Additional Job Details**
**Address**:
14785 YONGE ST:AURORA
**City**:
AURORA
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
Wealth Management
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2024-04-11
**Application Deadline**:
2024-04-26
**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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