Private Client Associate
RBC•Toronto, ON
•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
- University Degree
- 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
- Current enrollment in CFA
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.
Benefits
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
