Private Client Associate

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 of RBC Phillips, Hager & North Investment Counsel Inc.What 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 HaveMinimum 2 years experience in a similar role in the investment industryCollege diploma or bachelors degreeAdvanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)Proven client service skillsMeticulous attention to detail and excellent time management skillsNice to HaveCSC, CIM, and\or CFP DesignationsWhats 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 SkillsCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job DetailsAddress:50 O'CONNOR ST:OTTAWACity:OTTAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-15Application Deadline:2024-04-30Inclusion 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 jobs.rbc.com.