Private Client Associate
Company | Royal Bank of Canada |
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Location | Quebec City, QC, Canada |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s, Associate’s |
Experience Level | Entry 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