Private Client Associate
Private Client Associate
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Job Description
Job Summary
Job Description
What is the opportunity
As part of a dynamic team you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. Please visit: more information.
What will you do
Identify investigate and resolve all client inquiries administrative errors etc.
Be a key support to the administrative activities and responsibilities of the team
Ensure trades are processed accurately and on a timely basis
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Maintain records and files and attend client meetings as required.
Proactively assist with client management of appointments and scheduled meetings / calls
Stay current with all RBC Policies & Procedures
Assist other team members and continue to strengthen cross-business working relationships.
What do you need to succeed
Must Have
University Degree
CSC
Minimum of 2 years experience in a similar role in the Investment Industry
Advanced proficiency in MS Office ( Excel Word Powerpoint)
Be able to work under high pressure
Nice to Have
Current enrollment in CFA
Whats in it for you
We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits competitive compensation commissions and stock where applicable
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression
Job Skills
Additional Job Details
Address:
City:
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Posted Date:
Application Deadline:
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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
IC
Employment Type
Full-Time
