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Client Success Associate

2 months ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time
Job Overview

As a Client Success Associate, you will play a vital role in delivering exceptional customer service and support to our clients and Advisor team. Your responsibilities will include maintaining client accounts, ensuring timely and accurate account administration, and working closely with Advisors to manage client portfolios and wealth management planning opportunities.

Key Responsibilities

- Manage client accounts, identify opportunities to contact clients, and maintain timely and accurate account administration.

- Respond to client inquiries in a professional and timely manner, providing clear and concise information on account transactions, requests, and documentation.

- Collaborate with Advisors to welcome and onboard new clients, ensuring a seamless and personalized experience.

- Utilize your problem-solving skills to provide proactive client service, working closely with various departments to resolve client issues efficiently.

- Assist Advisors in coordinating and preparing meetings with clients and prospects, leveraging your knowledge of internal controls and industry regulatory requirements.

- Maintain accurate and up-to-date client files and documentation, ensuring compliance with internal policies and industry regulations.

Requirements

- Strong skills in working with various business applications and technology.

- High level of time management and organization skills.

- Demonstrated ability to provide world-class client service, with excellent verbal and written communication skills.

- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset.

- Knowledge of RBC Dominion Securities' systems and procedures is an asset.

What We Offer

- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, and commissions where applicable.

- 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.

- A dynamic, collaborative, and high-performing team environment.

- A world-class training program in financial services.