Coordinate client operations in Toronto through transaction processing, documentation, and stakeholder communication. RBC offers this full time, fixed term contract role.
As an Associate in Wealth Management, you will manage administrative and operational activities supporting client requests. Responsibilities include fund transfers, wire payments, account maintenance, meeting coordination, expense processing, and document preparation. You will support onboarding, compliance, and timely execution.
Key Responsibilities:
- Manage calendars and schedule client meetings
- Process expenses and prepare client documents
- Coordinate follow-up activities across client requests
- Support onboarding documentation and regulatory requirements
- Implement process improvements across internal teams
Requirements:
- Customer service management experience or capability
- Effective interpersonal relationship management skills
- Sound decision making in operational activities
- Investment management knowledge
- Investment performance measurement knowledge
Support RBC Wealth Management clients with organized administration, process improvement, and accurate operations from 170 Bloor Street West.
Client Operations Associate Toronto employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
