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Client Relations Associate
2 months ago
Position Overview
Role Summary
What Awaits You?
At RBC Dominion Securities, we pride ourselves on being a premier investment and wealth management organization in Canada. Our success is driven by a culture of collaboration and support that empowers every team member to contribute to our clients' financial success.
We are currently seeking a motivated and detail-oriented recent graduate to join our Downtown Toronto branch as an Associate in Wealth Management.
In this role, you will provide exceptional service and support to both our clients and the Advisor team, playing a crucial role in enhancing client relationships and facilitating the onboarding of new clients. As a key liaison, you will assist in maintaining client accounts, ensuring that all documentation is accurate and compliant, while collaborating with an Investment Advisor to manage client portfolios and wealth management strategies.
Key Responsibilities
- Oversee existing client accounts and proactively identify opportunities for client engagement, ensuring timely management of account timelines and key dates.
- Address client inquiries efficiently and empathetically, handling account transactions, requests, and documentation.
- Utilize your problem-solving abilities to deliver proactive client service, collaborating with various departments to ensure seamless solutions.
- Manage incoming communications from clients, Advisors, and other stakeholders effectively.
- Assist the Advisor team in the onboarding process for new clients.
- Coordinate and prepare meetings for Advisors with clients and prospects, leveraging your organizational skills.
- Ensure compliance with internal controls and industry regulations by maintaining accurate and up-to-date client files.
- Utilize social media skills to enhance the team's communication channels, including websites and newsletters.
- Follow up on client trades to ensure proper execution and settlement.
- Support the Advisor team throughout the Wealth Management process, maintaining an audit of activities and priorities.
Qualifications for Success
Essential Requirements
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Proficiency in business applications and technology, particularly Microsoft Office Suite.
- Strong organizational and time management skills.
- Demonstrated ability to provide exceptional client service with a professional and approachable demeanor.
- Excellent verbal and written communication skills.
Preferred Qualifications
- Familiarity with RBC Dominion Securities' systems and processes.
- Experience in the securities industry is advantageous.
What We Offer
At RBC, we are committed to fostering an environment where innovation and growth thrive. We believe in supporting one another to reach our full potential and making a positive impact in our communities. You will enjoy:
- A comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits.
- Leadership that prioritizes your development through coaching and growth opportunities.
- The chance to make a meaningful difference in the lives of others.
- Collaboration within a dynamic and high-performing team.
- A world-class training program in financial services.
Skills Required
Account Management, Client Relationship Management, Decision-Making, Financial Compliance, Collaborative Problem Solving, Interpersonal Skills, Investment Risk Management.
