Senior Associate at RBC Dominion Securities
RBC Dominion Securities • toronto, Canada
Role Description
Elevate your career with RBC Dominion Securities as a Senior Associate, focusing on bespoke investment services for Ultra High Net Worth clients in Toronto. This role demands top-notch client service and comprehensive account management.
As a Senior Associate, you will manage daily client account operations, specializing in onboarding and compliance for high-value clients. Your strong communication and organizational skills will be essential for maintaining accurate client records, resolving issues, and collaborating with RBC teams. This role emphasizes proactive client engagement and meticulous attention to detail.
Key Responsibilities:
• Manage client onboarding and documentation processes
• Collaborate with Advisors and Private Bankers on client matters
• Ensure compliance documentation is accurate and timely
• Address client requests with attention to problem resolution
• Follow up on trade settlements for accurate processing
Requirements:
• 4-6 years in ...
As a Senior Associate, you will manage daily client account operations, specializing in onboarding and compliance for high-value clients. Your strong communication and organizational skills will be essential for maintaining accurate client records, resolving issues, and collaborating with RBC teams. This role emphasizes proactive client engagement and meticulous attention to detail.
Key Responsibilities:
• Manage client onboarding and documentation processes
• Collaborate with Advisors and Private Bankers on client matters
• Ensure compliance documentation is accurate and timely
• Address client requests with attention to problem resolution
• Follow up on trade settlements for accurate processing
Requirements:
• 4-6 years in ...