
Associate
- Maple Ridge, BC
- $37,500-45,000 per year
- Contract
- Full-time
- Be a first point of contact for the team
- Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
- Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
- Utilize contact management system for daily task management
- Respond to client account inquiries and remain accountable to follow up, as required
- Proactively contact clients to schedule reviews
- Execute post-meeting work/tasks based on meeting notes/emails/tasks and role accountabilities
- Manage and execute on cash flow processes-wires, deposits, withdrawals, etc.
- Manage operations work-transfers in, documentation, account changes/creation, etc.
- Provide world class client service to our valued clients
- Exceptional client service skills and experience
- Administrative experience
- Knowledge around Dominion Securities systems an asset
- Undergraduate degree
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value