At a Glance
- Tasks: Manage client accounts and provide exceptional support to Advisors in a dynamic team.
- Company: Join RBC Dominion Securities, a leader in wealth management.
- Benefits: Full-time role with opportunities for growth and development.
- Other info: Collaborative environment with a focus on professional development.
- Why this job: Make a real impact by building strong client relationships and enhancing service.
- Qualifications: Strong communication skills and experience in client service are essential.
The predicted salary is between 38700 - 47300 $ per year.
Elevate your career as a Client Service Associate with RBC Dominion Securities in Greater Sudbury, Canada.
This full-time role focuses on exceptional client service and efficient internal support for our Advisory team.
RBC Dominion Securities is seeking a collaborative and empathetic individual to join its dynamic wealth management branch.
As a Client Service Associate, you will manage client account records, process essential transactions, and provide top-notch support to Advisors.
Your skills in time management and client interaction will significantly impact building and maintaining strong client relationships.
Key Responsibilities
- Maintain and process client account records
- Facilitate client onboarding and document preparation
- Address complex account inquiries and escalate as necessary
- Identify improvements in sales administration processes
- Cultivate strong relationships with colleagues and stakeholders
Requirements
- Proficient with various business applications
- Excellent time management and organizational skills
- Proven client service experience, both professional and friendly
- Strong verbal and written English communication
- Previous experience in the securities industry is an asset
Use your organizational skills and client service expertise to thrive within RBC's collaborative environment.
Client Service Associate in Greater Sudbury employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.