Elevate Client Experience as a Senior Associate

8 hours ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Royal Bank of Canada is seeking a motivated and organized Senior Associate to join its Private Wealth Services team. In this role, you will be responsible for providing exceptional client service and support to the bank's top clients and advisors.

Job Overview

The Senior Associate will work closely with the UHNW Services team to deliver a seamless and elevated experience for RBC Wealth Management Canada's largest and most valued clients and advisors. This includes project management, administrative support, and coordination of critical client service and advisory activities.

Key Responsibilities
  • Liaise with clients and advisors to understand their needs and provide tailored solutions
  • Collaborate with the PWS team to create clear and concise documentation, research, and presentation materials
  • Consolidate and organize client documentation, including investment policy statements and financial statements
  • Support the creation of escalation processes and policies for UHNW services
  • Identify opportunities to streamline and improve process in the delivery of UHNW services
  • Manage and execute advisor/client contact as per agreed upon action plan
Requirements
  • Undergraduate degree
  • 3+ years experience in Wealth Management Industry with a focus on providing an elevated client experience
  • Ability to work well within a team environment and take ownership of team deliverables
  • Strong ability to multi-task and prioritize and work independently under tight deadlines
  • Demonstrated use of continuous improvement methodologies and application in respect to processes and reporting
Benefits

We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact, working in a dynamic, collaborative, progressive, and high-performing team.

Estimated Salary

$95,000 - $115,000 per year, based on location and experience.

About Royal Bank of Canada

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

  • Senior Client Experience Specialist

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    Company OverviewInTouchLink Senior Living Solutions is a rapidly growing tech startup passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of...

  • Elevated Western Retail Associate

    4 weeks ago

    Toronto, Ontario, Canada SilvertonCasino Full time

    Role OverviewWe are seeking a highly motivated and passionate individual to join our team as an Elevated Western Retail Associate at Proper Supply Co. in Fort Worth, Texas.

  • Client Experience Advocate

    1 week ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living SolutionsWe are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves.

  • Elevated Quality Assurance Specialist

    4 weeks ago

    Toronto, Ontario, Canada Maarut Inc Full time

    Job DescriptionWe are seeking a highly skilled Elevated Quality Assurance Specialist - Senior to join our team at Maarut Inc. This is a challenging and rewarding role that will give you the opportunity to work with cutting-edge technology and contribute to the success of our organization.About the RoleThe Elevated Quality Assurance Specialist - Senior will...

  • Global Client Service Delivery Specialist

    4 weeks ago

    Toronto, Ontario, Canada State Street Full time

    State Street Global Delivery OverviewAt State Street, we provide asset owners and asset managers with access to essential financial information and tools for effective investment solutions. Our services help clients make better investment choices and generate wealth for their customers and beneficiaries.Job SummaryThis senior-level role is responsible for...

  • Barista - Elevate Customer Experience

    2 months ago

    Toronto, Ontario, Canada Aritzia Full time

    The Café Experience TeamAritzia's Café Experience team is dedicated to providing exceptional service and enhancing the in-store shopping experience.The OpportunityAs a Barista, you will be part of the team responsible for elevating and enhancing the personal shopping experience. You will work closely with the Retail and Employee Experience Departments to...

  • Elevated Western Retail Experience Leader

    4 weeks ago

    Toronto, Ontario, Canada SilvertonCasino Full time

    Company Overview:Proper Supply Co. is an elevated western retail experience located in the historic Mule Barns in Fort Worth, Texas.We celebrate the history and legacy of the Stockyards, featuring an array of American heritage brands and small craft artisans.We aim to give a meaningful experience and story with every product in the store, focusing on...

  • Senior Transportation Specialist

    4 weeks ago

    Toronto, Ontario, Canada Brookdale Senior Living Full time

    Company OverviewBrookdale Senior Living is a renowned provider of senior care services, dedicated to making lives better for our residents and associates alike.SalaryThe estimated annual salary for this position is $40,000-$60,000, depending on location and experience.Job DescriptionAs a Senior Transportation Specialist, you will provide safe and reliable...

  • Elevate Your Career as a Senior Full Stack Developer

    4 days ago

    Toronto, Ontario, Canada MarkiTech Full time

    Job Title: Elevate Your Career as a Senior Full Stack DeveloperLocation: On-site/ remotely, preferable in GTA - TorontoOverview: MarkiTech is seeking an experienced Senior Principal Full Stack Developer to join our team. The ideal candidate will have a strong background in full stack development, with significant experience in a senior or principal...

  • Elevator Maintenance Specialist

    4 weeks ago

    Toronto, Ontario, Canada RAM Full time

    About RAM Elevator and LiftsWe are seeking a highly skilled Elevator Maintenance Specialist to join our team. As an Elevator Maintenance Specialist, you will be responsible for the installation, service, and maintenance of our elevator product lines.This is a full-time permanent position with a competitive salary of $60 per hour.Responsibilities:Installation...

  • Senior Client Experience Manager

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're seeking a highly skilled Senior Client Experience Manager to join our Client Experience Team. As a key member of our team, you will play a pivotal role in ensuring advisor satisfaction by overseeing all aspects of servicing a dedicated group of Assante advisors.Job OverviewLead and manage an assigned client service team to ensure...

  • Senior Business Manager

    1 week ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario (IMCO) Full time

    About the RoleWe are seeking a highly skilled Senior Business Manager to join our Client Relationship Management team at Investment Management Corporation of Ontario (IMCO). This is an exciting opportunity to leverage your expertise in business management and client experience to drive strategic growth and success for our clients.

  • Elevator Maintenance Specialist

    4 weeks ago

    Toronto, Ontario, Canada RAM Full time

    About RAM Elevator and LiftsWe are seeking a skilled Elevator Mechanic to join our team at RAM Elevator and Lifts. As a primary expert, you will oversee the installation and service work for our product lines, ensuring superior customer satisfaction.Job DescriptionThis role requires travel to customer sites in various regions, where you will be responsible...

  • Client Experience Manager

    1 week ago

    Toronto, Ontario, Ontario, Canada SEPHORA Part time

    Stage Experience Manager, StoresAt Sephora Canada, we’re passionate about finding and sharing beauty in the world. Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian. We find beauty in our communities, in our...

  • Client Experience Associate

    2 weeks ago

    Toronto, Ontario, Canada Gee Beauty Full time

    About Gee BeautyGee Beauty is a leading provider of exceptional client experiences. Our team of experts works tirelessly to ensure that every interaction with our brand exceeds expectations.Job OverviewWe are seeking a highly skilled Client Experience Specialist to join our team. This role will be responsible for delivering top-notch service to clients,...

  • Client Success Ambassador

    5 days ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living Solutions">We're a rapidly growing tech startup dedicated to enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to thrive.">Role Overview">We're...

  • Operations and Client Experience Manager

    4 weeks ago

    Toronto, Ontario, Canada Tiffany & Co. Full time

    We are seeking a highly skilled Operations Professional to join our team at Tiffany & Co.The successful candidate will be responsible for delivering exceptional client experiences, ensuring operational efficiency, and meeting sales targets. This role is perfect for individuals who are passionate about providing outstanding service, have excellent...

  • Client Experience Manager

    1 day ago

    Toronto, Ontario, C6A, Ontario, Canada SEPHORA Part time

    Stage Experience Manager, StoresAt Sephora Canada, we’re passionate about finding and sharing beauty in the world. Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian. We find beauty in our communities, in our...

  • Transportation Specialist for Senior Care

    4 weeks ago

    Toronto, Ontario, Canada Brookdale Senior Living Full time

    Company OverviewBrookdale Senior Living is committed to providing exceptional care and services to seniors. As a transportation specialist, you will play a vital role in ensuring the safety and well-being of our residents.Estimated Salary: $45,000 - $60,000 per yearJob DescriptionProvide safe and reliable transportation to residents for appointments,...

  • Client Support and Training Liaison

    1 week ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    Senior Living Solutions SpecialistInTouchLink Senior Living Solutions is a forward-thinking tech startup dedicated to enriching the lives of seniors and their families through our innovative communication platform. Our mission revolves around creating seamless experiences that connect communities, foster engagement, and empower senior living communities to...