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Job Summary Job Description What is the Opportunity? The RBC Dominion Securities branch located in Toronto, ON is looking for Senior Associate to provide support to support a successful Advisory Team.
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Investment Advisor.
What will you do?
- Coordinate and prepare meetings for the Advisor with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
- Assist the Investment Advisor with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage 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.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
What do you need to succeed?
Must Have
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
- Strong Microsoft Office Suite skills
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- A minimum of 5 years of experience within wealth management/securities industry
Nice to Have
- Knowledge of RBC Dominion Securities’ systems and procedures
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
2345 YONGE ST:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-04-24
Application Deadline:
2024-08-03
Inclusion 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.
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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