Client Experience Associate

**Job Summary**

**What is the opportunity?**

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities Vancouver Main Branch is looking for a licensed Client Experience Associate to join a highly successful Investment Advisor team.

Your role on the team will be to provide administrative support, including high quality proactive & reactive customer service, and develop relationships with new and existing clients.

**What will you do?**
- This position calls on your client-focused service expertise to maximize each client interaction. Proactively engage in building rapport and maintaining client relationships.
- Assist the Investment Advisor team with client onboarding, including preparing and executing account documentation.
- Help manage incoming communications from clients and other internal and external partners.
- Coordinate and prepare for client meetings.
- Maintain existing client accounts and identify opportunities to contact clients. This includes managing timelines and key dates for accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Manage the schedule of the senior Investment Advisor and assist in organizing client appreciation events, marketing seminars and expert online presentations.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, brochures, newsletters.

**What do you need to succeed?**

**Must-have**
- Excellent time management and organization skills
- Meticulous attention to detail.
- 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 in English
- Aptitude to build quality relationships.
- Strong Microsoft Office Suite skills
- Completion of the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH) and receipt of Investment Representative (“IR”) securities license OR ability to complete within 6-12 months of employment.

**Nice-to-have**
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the Investment or Finance Industry

**What’s in it for you?**

We thrive on the challenge to be our best, to keep growing, and work together to deliver trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our communities and achieving mutual success.
- A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value

**Job Skills**

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

**Additional Job Details**

**Address**:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

**City**:
VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-01-17

**Application Deadline**:
2025-02-08

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. 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.

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