Private Client Associate

Royal Bank of Canada•Toronto, ON

1d•CA$46,000 - CA$70,000•Onsite

About The Position

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients.

Requirements

Post Secondary Education
CSC / CPH
Minimum of 2 years' experience in a similar role in the Investment Industry
Advanced proficiency in MS Office (Excel, Word, PowerPoint)
Be able to work under high pressure

Nice To Haves

Customer Knowledge
Customer Service
Customer Service Management
Group Problem Solving
Identifying Sales Opportunities
Interpersonal Relationship Management
Oral Communications
Perseverance and Follow-Through
Product Services
Sales Activities

Responsibilities

Identify, investigate, and resolve all client inquiries, administrative errors, etc.
Be a key support to the administrative activities and responsibilities of the team
Ensure trades are processed accurately and on a timely basis
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Maintain records and files and attend client meetings as required.
Proactively assist with client management of appointments and scheduled meetings / calls
Stay current with all RBC Policies & Procedures
Assist other team members and continue to strengthen cross-business working relationships.