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Associate - Client Service Specialist
2 months ago
Job Summary
Job Description
What is the opportunity?
The Royal Bank of Canada is a leading financial institution that values relationship-focused investment and wealth management. We are seeking a resourceful and collaborative individual to join our team as an Associate.
As a key member of our team, you will provide exceptional service and support to our clients and advisors, helping to deepen existing relationships and welcome new clients to the firm. You will play a vital role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.
Key Responsibilities
- Maintain existing client accounts and identify opportunities to contact clients, ensuring timely and effective communication.
- Respond to client inquiries in a professional and time-efficient manner, addressing account transactions, requests, account documentation, and account reporting.
- Utilize problem-solving skills to provide proactive client service, collaborating with various departments to deliver smooth and timely solutions.
- Effectively manage incoming communications from clients, advisors, and other internal and external partners.
- Assist the advisor team in welcoming and onboarding new clients, ensuring a seamless and personalized experience.
- Become knowledgeable in internal controls and industry regulatory requirements, ensuring client files and documentation are accurate, up-to-date, and compliant.
- Contribute to the development of internal communication channels, including websites, newsletters, and other marketing materials.
- Follow up on client trades to ensure proper settlement and delivery.
Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong skills working with business applications/technology, including Microsoft Office Suite
- High-quality time management and organization skills
- Demonstrated skills in providing world-class client service that is professional, warm, and friendly
- Exceptional verbal and written communication skills in English
What's in it for you?
We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the chance to make a difference and have a lasting impact on the lives of others. You will work in a dynamic, collaborative, progressive, and high-performing team. You will also benefit from a world-class training program in financial services.
Job Skills
Client Relationship Management, Communication, Investments, TeamworkAdditional Job Details
Job Type:
Full timePay Type:
SalariedPlatform:
WEALTH MANAGEMENTEmployment Type:
Regular