Private Client Associate

3 weeks ago

Kelowna, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.

Key Responsibilities
  • Assist the Investment Counsellor in providing daily portfolio maintenance and administration
  • Identify, investigate, and resolve client inquiries and administrative errors
  • Manage client cash flows and balances, and maintain accurate records and files
  • Proactively assist with client management of appointments and scheduled meetings/calls
  • Stay current with all RBC policies and procedures
Requirements
  • Minimum of 2 years' experience in a similar role in the investment industry
  • Advanced proficiency in MS Office (Excel, Word, PowerPoint)
  • Ability to work under high pressure
What We Offer
  • Gain a breadth of experience and exposure to the global WM platform
  • Opportunities to take on progressively greater accountabilities
  • Opportunities to build close relationships with colleagues and clients
Compensation

The expected salary range for this position is $41,000 - $60,000 depending on experience, skills, and registration status, market conditions, and business needs.

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