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Job Description
Job Description
What is the opportunity
The purpose of this role is to provide quality client service and help deepen relationships with existing clients through ongoing efficient support to both clients and advisory teams.
What will you do
Assists with upholding the advisory teams business plan client service plan and review schedule
Update client info in the teams contact management system. Maintain a record of client details interactions meeting notes and identified opportunities for follow up
Coordinate meetings and events for Advisors with clients and prospects - help establish meeting agenda; assemble documents key notes and discussion points for advisory team; execute post meeting work or ensure it is delegated to the appropriate person
Participate in client meetings as directed by the advisory team
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution where necessary
Assist the Advisory team with client onboarding
What do you need to succeed
Must haves:
2 years of relevant administrative experience
Financial industry experience and knowledge of financial products
Proficiency in Microsoft Office Suite
Nice-to-have:
Successful completion of the Canadian Securities course
Proficiency in Salesforce and other firm technology
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.
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.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.
Job Skills
Additional Job Details
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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
