Associate - Client Service Specialist
4 weeks ago
Royal Bank of Canada is seeking a highly skilled and detail-oriented Associate to join our team in Red Deer. As an Associate, you will play a critical role in providing exceptional client service and supporting the Investment Advisors in the management of client accounts.
Key Responsibilities- Provide professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support the Investment Advisors in general administrative duties, including the management of client accounts and the preparation of client reviews and presentations
- Request information and documentation from clients to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management 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 in English
- Wealth Management Experience
- Knowledge of RBC Dominion Securities' systems and procedures, an asset
- Minimum of 2 years of experience in the securities industry
- Enthusiastic, committed, and entrepreneurial spirit
At Royal Bank of Canada, we offer a collaborative and supportive work environment that enables success at every level. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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