Deliver exceptional client service as an Investment Client Associate with RBC PH&N. Assist in portfolio maintenance, administrative support, and client management for high net worth clients.
In this role, you will provide key support to the Investment Counsellor and the energetic team. Your responsibilities will include addressing client inquiries, processing trades, and managing client accounts effectively. You will establish and maintain valuable relationships while ensuring all administrative duties align with RBC policies.
Key Responsibilities:
• Investigate and resolve client inquiries promptly
• Process trades accurately and on time
• Manage account opening and client documentation
• Maintain records and files diligently
• Proactively assist with scheduling client meetings
Requirements:
• University Degree and CSC / CPH certification
• Minimum of 2 years’ experience in investment industry
• Advanced proficiency in MS Office applications
• Abili...