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.