Associate - Client Service Representative

3 weeks ago


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

Job Summary

Job Description

What is the opportunity?

The Royal Bank of Canada is seeking a skilled Associate to join its Wealth Management team. As a key member of the team, you will be responsible for providing exceptional client service and administrative support to Investment Advisors.

Key Responsibilities

  • Provide professional servicing of client inquiries and requests
  • Support Investment Advisors with general administrative duties, including client account management
  • Assist with the preparation of client reviews and presentations
  • Request information and documentation from clients to maintain accurate client files
  • Coordinate meetings and prepare reports for Investment Advisors
  • Monitor pending transfers to ensure timely completion

Requirements

  • Bilingualism (English and French) is required, as you will interact with clients and colleagues across Canada
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) are mandatory
  • Minimum of 2 years of experience in the securities industry is required
  • Strong working knowledge of Microsoft 365 apps is essential
  • Meticulous attention to detail and excellent time management skills are necessary
  • Demonstrated skills in providing world-class client service are essential

What's in it for you?

As a valued member of the team, you will have the opportunity to work in a dynamic and collaborative environment, providing exceptional client service and support to Investment Advisors. You will also have access to a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Additional Job Details

Work Environment

The ideal candidate will be a team player who is passionate about delivering exceptional client service and support. If you are a motivated and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.



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