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Associate - Client Service Representative

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

The Royal Bank of Canada is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

Key Responsibilities

  • Responsible for the professional servicing of incoming client contacts, including responding to inquiries and resolving issues in a timely and professional manner
  • Support the Investment Advisors in general administrative duties in the management of client accounts, including data entry, record-keeping, and reporting
  • Support the Investment Advisors in the preparation of client reviews and presentations, including researching and gathering information, and preparing written reports
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Assist in preparing mailings such as seminars, newsletters, and information packages, including designing and printing materials
  • Coordinate meetings for the Investment Advisors, including scheduling, preparing materials, and distributing reports
  • Monitor all pending transfers to ensure completion on a timely basis

Requirements

  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Minimum of 2 years of experience in the financial services industry
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Preferred Qualifications

  • Knowledge of RBC Dominion Securities' systems and procedures, an asset
  • Enthusiastic, committed, and entrepreneurial spirit

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