Royal Bank of Canada
Job title:
Associate – Trading & Administration
Company
Royal Bank of Canada
Job description
Job Summary To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.Job Description
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
- Review portfolios regularly and re-balance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates).
- Make recommendations for changes, switches (Advisor, A+, MF, other); track positions held; identify buy / sell opportunities; manage positions to be in line with models.
- Follow-up on orders to ensure proper settlement and delivery.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: 435 NORTH SERVICE RD W:OAKVILLECity: OAKVILLECountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-03-03Application Deadline: 2025-03-18Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
Expected salary
Location
Oakville, ON
Job date
Wed, 05 Mar 2025 06:20:36 GMT
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