# Client Experience Associate

**Company**: RBC Dominion Securities
**Location**: Cranbrook, British Columbia
**Job type**: full-time
**Salary**: $40,000 - $45,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/CRANBROOK-British-Columbia-Canada/Administrative-Assistant_R-0000188650?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/client-experience-associate-c73c9452-c71/

## Description

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

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## Skills

### Required
- Communication
- Data Entry
- Detail-Oriented
- Email Services
- Office Administration
- Presentation Software
- Spreadsheet Software
- Teamwork
- Time Management
- Word Processing Software

### Nice to have
- Canadian Investment Regulatory Exam, CIRE
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/CRANBROOK-British-Columbia-Canada/Administrative-Assistant_R-0000188650?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)