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Associate - Client Service Specialist

2 months ago

Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Summary

The Associate role at RBC Dominion Securities Inc. is a key position that works closely with other team members to deliver exceptional service to clients. This role is instrumental in supporting Investment Advisors and their client books, as well as contributing to strategic initiatives and capacity during peak periods.

Key Responsibilities

  • Provide world-class primary service contact to clients, ensuring they are satisfied with our service levels.
  • Partner with Investment Advisors and Client Experience Associates to support and manage client service plans, including direct and frequent contact with clients.
  • Execute a world-class account opening, setup, and onboarding experience in-person and digitally.
  • Support and execute all day-to-day, seasonal, and ad-hoc account administration and reporting for clients.
  • Develop and cross-train service knowledge by exposing yourself to all service requests and complex client scenarios.
  • Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.

Requirements

  • 3+ years of experience as an Associate.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certifications.
  • Demonstrated skills in providing world-class client service.
  • Meticulous attention to detail, strong organizational skills, and excellent time management.
  • Demonstrated professionalism and ability to manage highly confidential information.
  • Exceptional verbal and written communication skills.

What's in it for you?

  • Competitive base salary and variable performance bonuses.
  • Comprehensive health benefits, matching employee savings programs, and participation in the RBC Pension program.
  • A world-class training program in financial services.
  • Competitive team and office perks, including strong vacation, personal, sick, and flex day policies.
  • Hybrid work environment with a vibrant office culture.
  • Fun team events and social activities.
  • Ability to make a difference and a lasting impact.