Associate - Client Service Representative
3 weeks ago
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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