Private Client Associate
2 weeks ago
As a Private Client Associate, you will be part of a dynamic team responsible for providing exceptional service to high net worth clients of Royal Bank of Canada. Your primary focus will be on assisting an Investment Counsellor and other team members in delivering daily portfolio maintenance and administration.
Key Responsibilities- Respond to client inquiries and resolve issues to their satisfaction
- Support administrative activities and responsibilities of the team
- Process trades accurately and on a timely basis
- Manage account openings, documentation, and 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 strengthen cross-business working relationships
- Minimum 2 years of 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
- CSC, CIM, and/or CFP Designations
- 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
- 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
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Private Client Service Associate
2 weeks ago
Toronto, Ontario, Canada CC&L Private Capital Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Service Associate to join our team at CC&L Private Capital. As a key member of our investment management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide personalized investment advice and...
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Private Client Service Associate
2 weeks ago
Toronto, Ontario, Canada CC&L Private Capital Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Service Associate to join our team at CC&L Private Capital. As a key member of our investment management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide personalized investment advice and...
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Private Client Service Professional
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Toronto, Ontario, Canada CC&L Private Capital Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Client Service Associate to join our team at CC&L Private Capital. As a key member of our team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide personalized service to clients, including investment...
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Private Client Associate
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Private Client Associate at Royal Bank of Canada, you will be part of a dynamic team responsible for providing exceptional service to high net worth clients. Your primary focus will be on assisting an Investment Counsellor and other team members in delivering daily portfolio maintenance and administrative support.Key ResponsibilitiesRespond...
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Private Client Associate
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a Private Client Associate at Royal Bank of Canada, you will be part of a dynamic team responsible for providing exceptional service to high net worth clients. Your primary focus will be on assisting an Investment Counsellor and other team members in delivering daily portfolio maintenance and administrative support.Key ResponsibilitiesRespond...
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Private Client Associate
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. As a key member of our investment team, you will be responsible for providing exceptional client service and administrative support to our high net worth clients.Key Responsibilities:Respond to...
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Private Client Associate
2 weeks ago
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?We are seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. As a key member of our investment team, you will be responsible for providing exceptional client service and administrative support to our high net worth clients.Key Responsibilities:Respond to...
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Private Client Service Associate
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