Associate - Client Service Specialist
2 weeks ago
Job Opportunity
RBC Dominion Securities Inc. is a leading investment and wealth management firm that values collaboration and client satisfaction. We are seeking a skilled Associate to join our team and provide exceptional client service.
Key Responsibilities
- Maintain client accounts and identify opportunities for growth.
- Respond to client inquiries in a timely and professional manner.
- Collaborate with the Advisor team to provide smooth and timely solutions.
- Assist with client onboarding and wealth management planning.
- Stay up-to-date on internal controls and industry regulatory requirements.
Requirements
- Certified Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Exceptional verbal and written communication skills in English and French.
- Strong skills working with business applications/technology, including Microsoft Office Suite.
- High-quality time management and organization skills.
What We Offer
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
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