Client Experience Associate

RBC Dominion Securities is Canadas leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Kamloops, BC is looking for an Associate to join a highly successful Private Investment Management team.

Your role on the team will be to provide administrative support, including high quality proactive & reactive customer service, assisting in relationships with new and existing clients.

• This position calls on your client-focused service expertise to maximize each client interaction. Proactively engage in building rapport and maintaining client relationships.
• Assist the Advisor team with client onboarding, including preparing and executing documentation.
• Help manage incoming communications from clients, Advisors, and other internal and external partners.
• Coordinate and prepare for meetings.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
• Draw on your social media skills to update the teams communication channels, including websites, LinkedIn, brochures, newsletters.

• High level of time management and organization skills, with meticulous attention to detail
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication in English
• Aptitude to build quality relationships.
• Strong Microsoft Office Suite skills
• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) OR ability to complete with 6-12 months of employment.

• Knowledge of RBC Dominion Securities systems and procedures
• Experience with Salesforce application.
• Experience in the Investment or Finance Industry, is an asset

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 which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected salary range for the above position is $37,400 - $50,000 depending on factors including but not limited to the candidates experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBCs high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above