Rbc
Financial Services
Associate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate at Rbc. Skills: Client Servicing, Administrative Duties, Client Account Management. Professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners. Support Investment Advisors in general administrative duties in the management of client accounts”
What You'll Achieve.
Participate in growing the business by providing exceptional and efficient service
Industry & Context.
Group Problem Solving
What They're Looking For.
Must Have
Post Secondary Education (College or University), Excellent communication skills, both verbal and written, Proficiency with Microsoft Office Suite, Canadian Investment Regulatory Exam, CIRE, Relevant experience in the financial services industry, Meticulous attention to detail and organizational skills
Nice to Have
Dominion Securities (DS) or Retail Brokerage work experience, Enthusiastic, committed, and entrepreneurial spirit
What You'll Do.
Professional servicing of incoming telephone and email contacts from clients
Advisors and other internal and external partners
Support Investment Advisors in general administrative duties in the management of client accounts
Support Investment Advisors in the preparation of client reviews and presentations
Request information and documentation from clients in order to open accounts and keep client files up to date
Follow up on client trades to ensure proper settlement and delivery
Monitor all pending transfers to ensure completion on a timely basis
How You'll Work.
Team & Collaboration
Work in a dynamic, collaborative, progressive, and high-performing team
Communication Scope
Excellent communication skills, both verbal and written
Full Job Description
**_Job Description_** **What is the opportunity?** The [RBC Dominion Securities Burlington branch](https://ca.rbcwealthmanagement.com/22.branch/) is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries. **What will you do?** * Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners * Support the Investment Advisors in general administrative duties in the management of client accounts * Support the Investment Advisors in the preparation of client reviews and presentations * Request information and documentation from clients in order to open accounts and keep client files up to date * Follow up on client trades to ensure proper settlement and delivery * Monitor all pending transfers to ensure completion on a timely basis **What do you need to succeed?** **Must Have** * Post Secondary Education (College or University) * Excellent communication skills, both verbal and written * Proficiency with Microsoft Office Suite * Canadian Investment Regulatory Exam, CIRE * Relevant experience in the financial services industry * Meticulous attention to detail and strong organizational skills **Nice to Have** * Dominion Securities (DS) or Retail Brokerage work experience * Enthusiastic, committed, and entrepreneurial spirit **What’s in it for you?** We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions,
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