Associate - Client Service Specialist
1 month ago
Job Summary
We are seeking a highly skilled and detail-oriented Associate to join our team at RBC Dominion Securities Inc. as a Client Service Specialist. In this role, you will be responsible for providing exceptional client service, coordinating meetings, and ensuring accurate and timely updates of client documentation.
Key Responsibilities
- Coordinate and prepare meetings for Advisors with their clients/prospects, ensuring seamless execution and follow-up.
- Provide proactive client service, focusing on problem resolution, attention to detail, and effective communication with various departments.
- Respond to client inquiries, including account transactions, tax receipts, account reporting, and other requests.
- Assist the Advisor team with client onboarding, ensuring a smooth and efficient process.
- Manage incoming communications from clients, Advisors, and internal/external partners, prioritizing tasks and ensuring timely responses.
- Maintain accurate and up-to-date client files, adhering to internal controls and industry regulatory requirements.
- Follow up on client trades to ensure proper settlement and delivery.
- Support the Advisor team and clients throughout the Wealth Management process, maintaining audit trails and priorities.
Requirements
- Candidate must possess a Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
- Strong Microsoft Office Suite skills, with a high level of time management and organization skills.
- Demonstrated skills in providing world-class client service, with exceptional verbal and written communication skills in English.
- Nice-to-have qualifications include knowledge of RBC Dominion Securities' systems and procedures, as well as experience in the securities industry.
What We Offer
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.
- A world-class training program in financial services.
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Calgary, Alberta, Canada RBC Dominion Securities Inc. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Associate to join our team as a Client Service Specialist. In this role, you will be responsible for providing exceptional client service, coordinating meetings, and ensuring accurate and timely updates of client documentation.Key ResponsibilitiesCoordinate and prepare meetings for Advisors with...
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