Serve Toronto wealth management clients through responsive service, accurate account transactions, and effective relationship management. This is a full time contract position.
The Associate serves as a primary client contact within RBC's Wealth Management platform. The work combines customer service, fund transfers, wire payments, account maintenance, and onboarding coordination. You will liaise with internal partners and external stakeholders while supporting regulatory and firm requirements.
Key Responsibilities:
- Deliver responsive, professional service as primary client contact
- Process fund transfers, wire payments, and account maintenance
- Coordinate onboarding documentation for new clients
- Liaise with partners to resolve inquiries and execute requests
- Maintain controls and identify potential operational risks
Requirements:
- Customer service and customer service management skills
- Strong interpersonal relationship management abilities
- Decision making skills for client and operational matters
- Knowledge of investment management
- Understanding of investment performance measurement
Bring client service, transaction accuracy, and operational judgment to RBC Wealth Management in Toronto's client-focused Associate position.
Wealth Management Client Associate in 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.
