Description
The Private Client Associate supports Investment Counsellors and team members by providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel Inc.
What We're Looking For
Identify, investigate, and resolve all client inquiries and administrative errors.,Provide key support for the administrative activities and responsibilities of the team.,Ensure trades are processed accurately and on a timely basis.,Manage all aspects of account opening and documentation, and maintain client cash flows and balances.,Maintain records and files and attend client meetings as required.,Proactively assist with client management of appointments and scheduled meetings/calls.,Stay current with all RBC Policies & Procedures.,Assist other team members and continue to strengthen cross-business working relationships.
Ideal Candidate
University Degree,CSC / CPH certification,Minimum of 2 years' experience in a similar role in the Investment Industry,Advanced proficiency in MS Office (Excel, Word, PowerPoint),Ability to work under high pressure,Current enrollment in CFA (Nice-to-have)
Minimum Education
University Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
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.
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