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Private Client Associate / Receptionist @ RBC

CAOnsiteFull-time
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About this role

Become part of our team as a Private Client Associate / Receptionist, supporting high-net-worth clients with daily portfolio administration and client service. You will assist with administrative tasks and receptionist duties, requiring experience in investment industry and strong communication skills. Ideal for candidates with a background in professional office environments.. Category: Customer Service | Client Advice | Sales

Skills

ms officeportfolio maintenanceclient inquiry resolutionaccount openingdocumentation managementcash flow managementrecord keepingmeeting coordinationclient appointment managementexpense reportingcourier coordinationaccess card managementtechnology troubleshootinginterdepartmental liaisoncustomer service management

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