Associate

RBC • Hamilton, ON

8d • CA$37,500 - CA$50,000 • Onsite

About The Position

This role focuses on impacting client experience through the execution of client account administration. This includes account opening, account maintenance, and efficient resolution of client requests. The Associate will be responsible for maintaining existing client accounts, identifying opportunities to contact clients, and managing timelines and key dates to ensure clients feel supported. A key aspect of the role involves becoming well-versed in internal controls and industry regulatory requirements, ensuring client files and documentation are accurate, up-to-date, and compliant. The Associate will respond to client inquiries in an understanding and time-efficient manner, assist the Advisor team in welcoming and onboarding new clients, and coordinate and prepare meetings for Advisors with their clients/prospects. Additionally, the role requires leveraging problem-resolution skills to provide proactive client service and effectively manage incoming communications from clients, Advisors, and other internal and external partners.

Requirements

• Account Management
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management

Responsibilities

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.

Benefits

• competitive-based pay
• variable incentive structure
• overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.0x

What This Job Offers

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