Client Experience Associate

RBC Dominion Securities is seeking a Client Experience Associate to join their leading wealth management firm.

In this role, you will enhance the client experience by providing personalized, tailored, and relationship-focused support. You'll execute client service activities, manage key administrative tasks, and coordinate with the Advisor team to ensure every client interaction reinforces their confidence in the firm.

Responsibilities

• Execute activities and continuous client contact as per Advisor's business plan, client service plan, and review schedule
• Update client information in the team's contact management system and maintain a record of client details, interactions, meeting notes, and identified opportunities for follow-up
• Coordinate meetings for advisors with their clients and prospects,handle logistics, prepare meeting room, welcome clients, and execute post-meeting tasks
• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.)
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts
• Process expense reports and invoices; order office supplies
• Coordinate with advisor any client events; manage invitations and logistics, RSVPs, event execution, and follow-up

Requirements

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to clients
• Exceptional verbal and written communication in English

Nice-to-have

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

What's in it for you?

• 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
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services