Description
RBC Private Wealth is looking for an Associate to join our client management team,a role that sits at the heart of what we do. You'll be the go-to person supporting our Relationship Managers, ensuring every client interaction is seamless from day one.
Responsibilities:
- Elevate client experiences by supporting Relationship Managers and ensuring smooth, compliant client onboarding that drives sustainable growth
- Review and verify all KYC documentation, RBC forms, and IRS paperwork,liaising with teams and clients to close any gaps
- Navigate complex structures for companies, trusts, and charities, managing change requests with precision
- Ensure accuracy and compliance by collating and reviewing documentation before handover to specialist teams
- Keep our systems sharp by updating client information in our CRM system accurately and promptly
Requirements:
- Proven experience in client-facing or client service roles
- Strong KYC/CDD knowledge and understanding of company and trust structures
- Meticulous attention to detail,errors simply won't cut it here
- Confident with Microsoft Word, Excel, PowerPoint, and Outlook; fast and accurate typist
- Excellent communication skills (written and verbal) and the ability to manage multiple priorities without dropping the ball
Benefits:
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team