RBC Associate in Wealth Management Role
RBC Dominion Securities • langford, Canada
Role Description
Take on a vital role with RBC Dominion Securities in Langford as an Associate, focused on exceptional client service and account administration. This full-time opportunity allows you to contribute directly to client satisfaction and success.
In this position, you will facilitate ongoing support for both existing and new clients while collaborating with Advisors to manage portfolios. The ideal candidate will thrive in a dynamic environment and possess strong problem-resolution skills, alongside a commitment to high-quality service and compliance.
Key Responsibilities:
• Maintain and support existing client accounts
• Provide timely responses to client inquiries and requests
• Facilitate the onboarding process for new clients
• Manage communications with internal and external parties
• Utilize social media for team communications and updates
Requirements:
• 1-2 years of relevant industry experience
• Completion of Canadian Investment Regulatory Exam required...
In this position, you will facilitate ongoing support for both existing and new clients while collaborating with Advisors to manage portfolios. The ideal candidate will thrive in a dynamic environment and possess strong problem-resolution skills, alongside a commitment to high-quality service and compliance.
Key Responsibilities:
• Maintain and support existing client accounts
• Provide timely responses to client inquiries and requests
• Facilitate the onboarding process for new clients
• Manage communications with internal and external parties
• Utilize social media for team communications and updates
Requirements:
• 1-2 years of relevant industry experience
• Completion of Canadian Investment Regulatory Exam required...