# Client Experience & Wealth Associate

**Company**: RBC Dominion Securities
**Location**: Vancouver, British Columbia
**Experience**: mid
**Job type**: full-time
**Salary**: $38,000 - $50,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Client-Experience---Wealth-Associate_R-0000188118-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_376b22d3-95f

## Description

The RBC Dominion Securities branch located in downtown Vancouver is seeking a Client Experience & Wealth Associate to deliver concierge level service for a high performing Advisory Team.

**Responsibilities:**

- Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.

- Coordinate and prepare Wealth Management and review meetings for Advisors with their clients/prospects.

- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

- Help manage incoming communications from clients, Advisors and other internal and external partners.

- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.

- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

- Assist the Advisor team with client onboarding.

**Requirements:**

- Strong Microsoft Office Suite skills

- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.

- Exceptional verbal and written communication skills in English

- Minimum of 2 years of experience in securities industry

**Nice-to-have:**

- Knowledge of RBC Dominion Securities’ systems and procedures, an asset

- Highly-developed client service skills

**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.

- Ability to make a difference and lasting impact.

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

- A world-class training program in financial service.

The expected base salary range for this position is $38,000 - $50,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

## Skills

### Required
- Microsoft Office Suite
- client service
- verbal communication
- written communication
- securities industry

### Nice to have
- RBC Dominion Securities’ systems and procedures
- client service skills

---

Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/VANCOUVER-British-Columbia-Canada/Client-Experience---Wealth-Associate_R-0000188118-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)