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Client Service Representative

2 months ago

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

Job Summary

Job Description

What is the opportunity?

The Royal Bank of Canada is currently seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. This is an exciting opportunity to work in a dynamic and fast-paced environment, providing exceptional service to our clients and contributing to the growth and success of our business.

Key Responsibilities

  • Provide professional and efficient service to clients, responding to their inquiries and resolving any issues in a timely and effective manner.
  • Support the Investment Advisors in general administrative duties, including the management of client accounts and the preparation of client reviews and presentations.
  • Assist in the preparation of client communications, such as seminars, newsletters, and information packages.
  • Coordinate meetings for the Investment Advisors, print and distribute reports, and monitor pending transfers to ensure timely completion.

Requirements

  • Minimum of 2 years of experience in the financial services industry.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete upon hire.
  • 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.

What's in it for you?

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, and you'll have the ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.

Additional Job Details

Job Type:

Full time

Pay Type:

Salaried

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Employment Type:

Full time

Work hours/week:

37.5

Country:

Canada