Associate

RBC • Vancouver, BC

12d • CA$40,000 - CA$45,000 • Onsite

About The Position

The RBC Dominion Securities branch located in downtown Vancouver, is seeking a bilingual (Mandarin & Cantonese) Associate to provide administrative support to 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 Advisor Team.

Requirements

• Canadian Investment Regulatory Exam, CIRE
• 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
• Exceptional verbal and written communication skills in English, Mandarin & Cantonese

Nice To Haves

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients.
• Manage timelines and key dates for accounts to help ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Provide proactive client service using superior problem resolution skills.
• Liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
• Follow up on client trades to ensure proper settlement and delivery.
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed