Job Summary Job Description What is the Opportunity? 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.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
What do you need to succeed? Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong 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 in English with additional language skills in Mandarin and Cantonese
Nice-to-have
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Knowledge of RBC Dominion Securities' systems and procedures
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Experience in the securities industry is an asset
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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Leaders who support your development through coaching and managing opportunities
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An opportunity to make a difference and have a lasting impact on the lives of others
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Work in a dynamic, collaborative, progressive, and high-performing team
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The chance to work in a dynamic, collaborative, progressive, and high-performing team
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A world-class training program in financial services
Additional Job Details
Royal Bank of Canada
