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Description

This role involves building and maintaining strong relationships with clients by providing assistance, answering account questions, and taking initiative to address customer needs. The associate will also provide administrative and operational support to financial advisors, manage and grow their business, ensure compliance, resolve problems, onboard new accounts, process and maintain records, implement technology changes, and prepare correspondence in a fast-paced environment. The position requires a client-first approach and the ability to maintain confidentiality. This role is an integral part of the branch, serving financial advisors and clients within RBC Wealth Management.

What We're Looking For

Build and maintain professional relationships with clients.,Assist clients and answer account questions.,Take initiative to handle account inquiries and customer needs, escalating to financial advisors when appropriate.,Demonstrate a client-first approach.,Meet compliance standards.,Research and resolve problems.,Onboard new accounts.,Process and maintain account records.,Implement technology changes.,Prepare correspondence.,Facilitate the transfer of funds and securities.,Complete trades in client accounts.,Process checks, wires, and ACH's in a timely manner.,Maintain confidentiality in accordance with RBC's Code of Conduct.

Hard Skills

Administrative skills
Operational skills
Wealth Management platform
Securities trading
ACH processing
Wires processing
Check processing
Account management
Compliance

Soft Skills

Client-first approach
Professional relationships
Initiative
Problem-solving
Organizational skills
Attention to detail
Confidentiality
Collaboration
Customer service

Work Hours

40 hours per week

Benefits

401(k)
Health insurance
401(k) matching
Paid time off

Also Available At

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada

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