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Client Relationship Associate
2 months ago
What is this role about?
RBC Dominion Securities stands as Canada's premier full-service investment and wealth management firm, supported by the nation's leading financial institution. We take pride in cultivating and empowering talented individuals who share our dedication to assisting clients in building and safeguarding their wealth to achieve their most significant goals.
The RBC Dominion Securities branch in Sudbury is in search of an Associate to deliver administrative assistance to a thriving Advisory Team. This role is essential in providing exceptional client service and enhancing relationships with existing clients through consistent and efficient support to both clients and advisory teams.
Key Responsibilities- Prepare meeting agendas; compile documents, key notes, and discussion points for the advisory team; execute follow-up tasks post-meeting.
- Deliver proactive client service focusing on problem resolution and meticulous attention to detail, while assisting with client onboarding.
- Address general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) and ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulations (account opening, KYC updates, re-organizations, FATCA, W8-BEN, etc.).
- Assist the advisory team and clients throughout the wealth management process by gathering relevant information, documents, and questionnaires.
- Oversee all tax communications and collaborate with clients and accountants.
- Support the advisory team with marketing materials and updates on social media.
- Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, and follow up.
Essential Requirements
- Completion of the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), and 30-day training (i.e., holds Investment Representative license with IIROC) or willingness to obtain within 12 months of employment.
- Strong organizational and communication skills.
- Proficiency in Microsoft Word, Excel, Outlook, and WebEx.
- Bilingual in French and English.
Preferred Qualifications
- 2 to 4 years of administrative experience, preferably in wealth management, banking, or insurance.
We thrive on the challenge to excel, fostering progressive thinking to continue growing, and collaborating to deliver trusted advice that helps our clients flourish and communities prosper. We value each other, strive to reach our potential, make a difference in our communities, and achieve mutual success.
- Supportive leaders who encourage your development through coaching and management opportunities.
- Opportunities to make a significant and lasting impact.
- Work within a dynamic, collaborative, progressive, and high-performing team.
- Engagement in challenging work.
- Opportunities to cultivate close relationships with clients.
The anticipated base salary range for this position is $36,000 - $38,000, depending on your experience, skills, registration status, market conditions, and business needs.
You have the potential to earn significantly more through RBC's robust discretionary bonus program, which allows you to enhance your total compensation, contingent upon the business meeting its performance targets and your individual goals.
RBC's compensation philosophy recognizes the importance of a highly qualified global workforce and plays a crucial 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.
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management.
Commitment to Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion as key drivers of innovation and growth. We are dedicated to building inclusive teams and an equitable workplace where employees can bring their authentic selves to work. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.
We also strive to provide an accessible candidate experience for prospective employees with varying abilities. Please inform us if you require any accommodations during the recruitment process.
