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Private Client Associate @ RBC

Toronto, Ontario, CAOnsiteFull-time
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About this role

We are currently hiring a Private Client Associate to support the Investment Counsellor and team in daily portfolio maintenance and administration for high net worth clients. Key responsibilities include resolving client inquiries and managing account documentation. Ideal candidates will have experience in investment services and strong customer service skills.. Category: Customer Service | Client Advice | Sales

Skills

post secondary educationcsccphms officeportfolio maintenanceaccount openingclient managementcustomer servicedocumentation managementcash flow managementrecord keepingmeeting coordinationproblem solvinginterpersonal relationship managementsales activities

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