RBC Dominion Securities
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Associate in Wealth Management at RBC
Description
Elevate client experiences as an Associate in Wealth Management at RBC Dominion Securities in Richmond Hill. Embrace technology while providing exceptional service and support to clients and Advisors alike.
As an Associate, your responsibilities will encompass client account management and ensuring compliance with industry regulations. This role calls for a collaborative spirit and efficient problem-solving skills. Your proactive approach will help in maintaining strong relationships and in onboarding new clients. You’ll also assist in preparing for client meetings, ensuring that each detail is well-coordinated.
Key Responsibilities:
• Maintain client accounts and ensure timely communications
• Address client inquiries quickly and effectively
• Coordinate with departments for smooth service delivery
• Assist Advisor team in onboarding new clients
• Ensure compliance with documentation standards
Requirements:
• Completion of the Canadian Investment Regulatory ...
As an Associate, your responsibilities will encompass client account management and ensuring compliance with industry regulations. This role calls for a collaborative spirit and efficient problem-solving skills. Your proactive approach will help in maintaining strong relationships and in onboarding new clients. You’ll also assist in preparing for client meetings, ensuring that each detail is well-coordinated.
Key Responsibilities:
• Maintain client accounts and ensure timely communications
• Address client inquiries quickly and effectively
• Coordinate with departments for smooth service delivery
• Assist Advisor team in onboarding new clients
• Ensure compliance with documentation standards
Requirements:
• Completion of the Canadian Investment Regulatory ...