Rbc
Wealth Management
Associate
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate at Rbc. Skills: Client Relationship Management, Client Service, Wealth Management, Communication. Maintain existing client accounts and identify opportunities to contact clients. Manage timelines and key dates for accounts”
Industry & Context.
superior problem resolution skills
What They're Looking For.
Must Have
1-2 years of relevant industry experience in a similar role, Canadian Investment Regulatory Exam, CIRE or willing to complete within 12 months, skills working with business applications/technology, including Microsoft Office Suite, High quality 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
Nice to Have
Marketing experience, Experience in the securities industry is an asset
What You'll Do.
Maintain existing client accounts and identify opportunities to contact clients
Manage timelines and key dates for accounts
Respond to client inquiries in an understanding and time-efficient manner (account transactions
account documentation
Provide proactive client service
Liaise with various departments to provide smooth and timely solutions
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
Ensure client files and other necessary documentation is accurate
up-to-date and compliant
Update the team’s communication channels
Follow up on client trades to ensure proper settlement and delivery
Support the Advisor team and client through the Wealth Management process
Maintain an audit of Wealth Management Activities and priorities
All other administrative duties as required
How You'll Work.
Team & Collaboration
Working collaboratively, you will at times 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; Support the Advisor team and client through the Wealth Management process
Communication Scope
Exceptional verbal and written communication skills
Full Job Description
**_Job Description_** ## **What is the opportunity?** RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in **Langford** is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an **Associate**. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. **What will you do?** * 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. * Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). * Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times 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. * Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. * Become well-versed in internal controls and industry regulatory requirements, ensuring client f
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