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Description

RBC PH&N Investment Counsel is seeking a Private Client Associate in Winnipeg, Manitoba. This role involves supporting Investment Counsellors and other team members, providing administrative support and excellent service to high-net-worth clients and partners.

What We're Looking For

Identify, investigate, and resolve client inquiries and administrative errors in a timely and efficient manner.,Provide key support for the team's daily administrative activities and responsibilities.,Ensure trades are processed accurately, on a timely basis, and without error.,Manage all aspects of account opening and documentation.,Maintain client cash flows, regulatory filings, fee collection, and balances.,Accurately 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 strengthen cross-business working relationships.

Ideal Candidate

Ability to work under high pressure and handle multiple changing priorities.,1-3 years of administrative/support experience, preferably in Wealth Management.,Canadian Banking product knowledge.,Strong communication skills, both verbal and written.,Advanced proficiency in MS Office (Excel, Word, PowerPoint).

Minimum Education

Bachelor's Degree (Preferred)

Hard Skills

MS Office (Excel
Word
PowerPoint)
Canadian Banking product knowledge
Customer Knowledge
Product Services

Soft Skills

High pressure tolerance
adaptability
strong communication
Customer Service
Customer Service Management
Group Problem Solving
Identifying Sales Opportunities
Interpersonal Relationship Management
Oral Communications
Perseverance and Follow-Through
Sales Activities

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (competitive compensation
flexible benefits)
development support (coaching
managing opportunities)
impactful work
dynamic team environment
challenging work
client relationship building

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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