Rbc
Finance / FinServ
Associate
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optimal for Entry candidates.
“Associate at Rbc. Skills: client service, administrative support, relationship building, regulatory compliance. Reviews day-to-day execution of private banking deals to ensure quality and efficiency.. Monitors private banking business performance and market conditions when implementing new private banking services.”
What You'll Achieve.
help deepen relationships with existing clients; ensure clients feel supported by our team; provide proactive client service; provide smooth and timely solutions; ensure client files and other necessary documentation is accurate, up-to-date and compliant; ensure proper settlement and delivery
Industry & Context.
superior problem resolution skills; Group Problem Solving
What They're Looking For.
Must Have
Canadian Investment Regulatory Exam, CIRE, 2 to 3 years of securities industry experience, Exceptional verbal and written communication skills in English 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
Nice to Have
Knowledge of RBC Dominion Securities’ systems and procedures
What You'll Do.
Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Maintain existing client accounts and identify opportunities to contact clients.
Respond to client inquiries in an understanding and time-efficient manner (account transactions
account documentation
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.
Become well-versed in internal controls and industry regulatory requirements
ensuring client files and other necessary documentation is accurate
up-to-date and compliant.
Follow up on client trades to ensure proper settlement and delivery
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
How You'll Work.
Team & Collaboration
collaborative, supportive culture; Builds relationships with internal and external customers; Working collaboratively, you will at times liaise with various departments; 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 in English; superior problem resolution skills; understanding and time-efficient manner
Process & Methodology
managing timelines and key dates for accounts
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 Kerrisdale, Vancouver BC, is looking for an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. ## What will you do? * Reviews day-to-day execution of private banking deals to ensure quality and efficiency. * Monitors private banking business performance and market conditions when implementing new private banking services. * Introduces products and services to high net worth clients. * Builds relationships with internal and external customers through the utilization of appropriate tools or technologies. * 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. * Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. * Fol
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