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RBCPosted 3 weeks ago
EXPIRED

Private Client Associate

On-siteQuebec, Canada

Full TimeEntry LevelBachelors DegreeSmall

Job Summary

Respond to client inquiries and resolve issues to ensure client satisfaction. Support administrative activities for the Investment Counsellor team, ensuring trades are processed accurately and on time. Manage account opening documentation, maintain client cash flows and balances, and record all files. Attend client meetings as required and assist with scheduling appointments and calls. Strengthen cross-business working relationships by collaborating with team members. This role serves high-net-worth clients at RBC Phillips, Hager & North Investment Counsel Inc. in Québec. Bilingualism in English and French is required.

Required Qualifications

  • Diploma of College Studies (DCS) or bachelor's degree
  • Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Bilingualism (English and French)
  • Proven client service skills
  • Meticulous attention to detail
  • Excellent time management skills

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