Client Experience Associate

RBC; Surrey; On-site; CAD 38,000 - 47,000; Full time

Job summary

RBC Dominion Securities' South Surrey branch seeks a Client Service Associate to deliver concierge level service for a high performing Advisory Team. You will help onboarding clients and maintain year-round contact, coordinating meetings for Advisors and clients.

You'll manage communications, maintain accounts, and ensure documentation compliance while supporting wealth management activities and communications updates across channels.

Qualifications

• Strong Microsoft Office Suite skills.
• World-class client service delivered professionally, warmly and with courtesy.
• Exceptional verbal and written communication in English.
• Minimum of 2 years of client service experience.
• Impeccable attention to detail.
• Knowledge of RBC Dominion Securities' systems and procedures is an asset.

Responsibilities

• Enhance the client experience from onboarding to year-round contact per the team service plan.
• Coordinate and prepare meetings for Advisors with clients and prospects.
• Manage incoming communications from clients, Advisors, and partners.
• Maintain client accounts and identify opportunities to contact clients.
• Ensure accurate documentation in compliance with controls and regulatory requirements.
• Update team communication channels (websites, LinkedIn, brochures, newsletters).
• Support Wealth Management process and maintain audit of activities and priorities.

Skills

Client Relationship Management

Collaboration

Microsoft Office

Time Management

Wealth Management

Written Communication

Job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.

What will you do?

• Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• 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.
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

• Strong Microsoft Office Suite 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 in English
• Minimum of 2 years of client service experience
• Impeccable attention to detail

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures, an asset

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial service

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills,registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $47,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Client Relationship Management, Collaboration, Microsoft Office, Time Management, Wealth Management, Written Communication

Additional Job Details

Address:

2626 CROYDON DR:SURREY

City:

Surrey

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-10

Application Deadline:

2026-09-29

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.