Client Relationship Associate
4 days ago
We are seeking a highly skilled and detail-oriented Client Relationship Associate to join our team in Regina. As a Client Relationship Associate, you will play a critical role in providing exceptional client service and support to our clients and advisors.
About UsRoyal Bank of Canada is a leading wealth management firm that consistently ranks #1 in Canada. We pride ourselves on our collaborative and supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
Job SummaryThe successful candidate will be responsible for:
- Providing ongoing, exceptional service and support to our clients and advisors;
- Maintaining existing client accounts and identifying opportunities to contact clients;
- Becoming well-versed in internal controls and industry regulatory requirements;
- Responding to client inquiries in an understanding and time-efficient manner;
- Assisting the advisor team in welcoming and onboarding new clients;
- Coordinating and preparing meetings for advisors with their clients/prospects;
- Providing proactive client service and effectively managing incoming communications from clients, advisors, and other internal and external partners.
To succeed in this role, you will need:
- Strong skills in working with various business applications/technology;
- A high level of time management and organization skills;
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients;
- Exceptional verbal and written communication skills;
- A completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset;
- Knowledge of RBC Dominion Securities' systems and procedures;
- Experience in the securities industry is an asset.
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also have the opportunity to:
- Make a difference and have a lasting impact on the lives of others;
- Work in a dynamic, collaborative, progressive, and high-performing team;
- Benefit from a world-class training program in financial services;
- Enjoy a comprehensive employee benefits package, including medical, dental, vision, life insurance, and retirement savings plan.
The estimated salary range for this position is $45,000 - $65,000 per year, depending on experience.
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