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Senior Associate
| Company | Royal Bank of Canada |
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| Location | Burnaby, BC, Canada |
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| Salary | $37500 – $45000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level |
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Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
Responsibilities
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the Advisor team with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
- Follow up on client trades to ensure proper settlement and delivery.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Preferred Qualifications
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
