# Private Client Associate

**Company**: RBC PH&N Investment Counsel
**Location**: Mississauga, Ontario
**Experience**: mid
**Job type**: full-time
**Salary**: $46,000.00 - $70,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MISSISSAUGA-Ontario-Canada/Private-Client-Associate_R-0000192588-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/private-client-associate-c81c0be1-ac0/

## Description

RBC PH&N Investment Counsel is seeking a Private Client Associate to join their team in Mississauga, Ontario, Canada. As a Private Client Associate, you will be responsible for assisting the Investment Counsellor and other team members in providing daily portfolio maintenance, administration, and superior service to high-net-worth clients. You will also be responsible for receptionist duties, ensuring clients are greeted and received for appointments.

Responsibilities:

- Identify, investigate, and resolve client inquiries and administrative errors

- Provide key support for administrative activities and responsibilities of the team

- Ensure trades are processed accurately and on a timely basis

- Manage all aspects of account opening and documentation, and maintain client cash flows and balances

- Maintain records and files, and attend client meetings as required

- Proactively assist with client management of appointments and scheduled meetings/calls

- Stay current with all RBC policies and procedures

- Assist other team members and strengthen cross-business working relationships

Receptionist duties:

- Ensure all clients and staff are attended to in a highly professional, efficient, and courteous manner

- Become one of the main points of contact for day-to-day technology and premises troubleshooting

- Liaise with appropriate functional departments to minimize client and staff disruption

- Help manage incoming communications from clients, Investment Counsellors, and other internal and external partners

- Contribute to the team by assisting with coordinating staff functions

- Complete expense reports for Counsellors, order courier supplies, and maintain access card log list for audit purposes

Requirements:

- Minimum of 2 years' experience in a similar role in the Investment Industry

- Prior receptionist experience in a professional and high-profile office environment

- Advanced proficiency in MS Office (Excel, Word, PowerPoint)

- Exceptional communication, verbal, and written communication skills

Nice to Have:

- CSC (Canadian Securities Course)

- University Degree

What's in it for you?

- Gain a breadth of experience and exposure to the global WM platform

- Opportunities to take on progressively greater accountabilities

- Opportunities to build close relationships with colleagues and clients

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## Skills

### Required
- Customer Service
- Customer Knowledge
- Interpersonal Relationship Management
- Oral Communications
- Perseverance and Follow-Through

### Nice to have
- CSC (Canadian Securities Course)
- University Degree

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MISSISSAUGA-Ontario-Canada/Private-Client-Associate_R-0000192588-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)