Client Experience Associate

RBC
CA - Yukon - Whitehorse
January 25, 2025
Management

Job Summary

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Whitehorse is looking for a Client Experience Associate to provide administrative support to a highly 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 Teams.

What will you do?

Coordinate and prepare meetings for Advisors with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests for account documentation, account reporting, etc.).
Assist the Advisor team with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Respond to incoming inquiries from prospective clients to answer questions.

What do you need to succeed?

Must-have

Strong Microsoft Office Suite skills.
High level of 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 in English.
Aptitude to build quality relationships.

Nice-to-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH).
Knowledge of RBC Dominion Securities' systems and procedures.
Experience in the securities industry is an asset.

What's in it for you?

A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits.
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.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management.

Additional Job Details

Address: 3106 3 AVE, UNIT 403: WHITEHORSE

City: WHITEHORSE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-01-07

Application Deadline: 2025-02-08

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Read the full job description and apply online on the recuiter's web-site

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