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Client Service Associate Full-time Job

2 weeks ago Customer Services Montréal   27 views
Job Details

What is the opportunity?

The Kent Group, the top private client portfolio management group at RBC Dominion Securities in Canada, is looking for a dynamic Client Service Associate. We seek to hire a highly motivated, detail-oriented and genuinely compassionate professional who wants to build a career in Wealth Management. You will be the primary point of contact for our wealthy clientele, cultivating relationships through high-quality interactions, including proactive and reactive calls, emails and client-facing meetings.

Responsibilities

• Maintain a high level of client service by answering incoming inquiries and working with Client Relationship Managers to resolve specific account issues

• Offer seamless administrative and operational support

• Understand and articulate the Kent Group’s investment philosophy

Qualifications

• Bachelor’s degree

• Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)

• 3+ years of relevant work experience in Wealth Management

• Knowledge of the financial services industry

• Excellent written and verbal communication skills in English and French

What’s in it for you?

• A comprehensive Total Rewards Program including competitive compensation, bonuses, flexible benefits and RBC Share Purchase Plan

• Work in a dynamic, collaborative, progressive and high-performing team

• Be part of one of the leading financial institutions in the world

Company Description
Royal Bank of Canada is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 16 million clients and has 86,000+ employees worldwide