Royal Bank of Canada
Job title:
Private Client Associate
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients ofWhat will you do?Respond to client inquiries and ensure any issue is resolved to the satisfaction of the clientBe a key support to the administrative activities and responsibilities of the teamEnsure trades are processed accurately and on a timely basisManage all aspects of account opening and documentation and maintain client cash flows and balancesMaintain records and files and attend client meetings as requiredProactively assist with client management of appointments and scheduled meetings/callsAssist other team members and continue to strengthen cross-business working relationshipsWhat do you need to succeed?Must-haveDiploma of College Studies (DCS) or bachelor’s degreeAdvanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)Bilingualism (English and French) required to serve our clients in the community with English-speaking needsProven client service skillsMeticulous attention to detail and excellent time management skillsWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob SkillsAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MONTRÉALCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-06-13Application Deadline: 2024-07-01Inclusion 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
Montreal, QC
Job date
Sat, 15 Jun 2024 07:03:55 GMT
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