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Private Client Associate

Private Client Associate

CompanyRoyal Bank of Canada
LocationQuebec City, QC, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s, Associate’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Mastery of the French language
  • Diploma of College Studies (DCS) or bachelor’s degree
  • Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Proven client service skills
  • Meticulous attention to detail and excellent time management skills

Responsibilities

  • Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client
  • Be a key support to 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
  • Assist other team members and continue to strengthen cross-business working relationships

Preferred Qualifications

  • Intermediate or advanced level of English