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RBC Hiring – Private Client Associate

RBC

Job Description:

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.

Job Responsibilities:

  • Manage all aspects of account opening and documentation and maintain client cash flows and balances
  • Assist other team members and continue to strengthen cross-business working relationships.
  • Proactively assist with client management of appointments and scheduled meetings / calls
  • Stay current with all RBC Policies & Procedures
  • Ensure trades are processed accurately and on a timely basis
  • Maintain records and files and attend client meetings as required.
  • Be a key support to the administrative activities and responsibilities of the team
  • Identify, investigate, and resolve all client inquiries, administrative errors, etc.

Job Requirements:

Qualification & Experience:

  • Strong communication skills, both verbal and written.
  • University Degree
  • Advanced proficiency in MS Office (Excel, Word, PowerPoint)
  • Be able to work under high pressure
  • Minimum of 2 to 5 years’ experience in a similar role in the Investment Industry

Job Details:

Company: RBC

Vacancy Type:  Full Time

Job Location: Vancouver, CA

Application Deadline: N/A

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