Client Service Associate

Royal Bank of Canada>; Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

Join a top-performing portfolio management team at a leading bank in Canada as a Client Service Associate. This role focuses on delivering exceptional service to high-net-worth clients in a dynamic wealth management environment. You'll build strong relationships and support seamless operations, requiring detail-oriented and proactive skills alongside a bilingual ability. A comprehensive Total Rewards Program ensures competitive compensation and career growth opportunities.

Benefits

Competitive compensation and bonuses

Flexible benefits and RBC Share Purchase Plan

Supportive work environment promoting collaboration

Qualifications

• At least two years of experience in wealth management or financial services.
• Strong ability to manage multiple priorities under pressure.
• Exceptional organizational and time management skills.

Responsibilities

• Deliver exceptional client service via calls, emails, and requests.
• Support operational and administrative tasks for client management.
• Facilitate communication between clients and internal/external partners.

Skills

Detail-oriented

Proactive

Bilingual (English and French)

Problem solving

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

The Kent Group , a top-performing private portfolio management team at RBC Dominion Securities, is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.

What will you do?

• Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely, and solutions-oriented manner.
• Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.
• Assist in preparing client reviews, reports, and other key deliverables to enhance client satisfaction.
• Act as a liaison between clients and internal / external partners, ensuring smooth communication and resolution of inquiries.
• Maintain a high level of accuracy, organization, and attention to detail in all client-related tasks.
• Uphold and articulate the Kent Group’s investment philosophy.

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• At least two years of experience in wealth management, financial services, or similar client-focused industry
• Strong ability to work under pressure while managing multiple priorities with a high level of accountability and reliability
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and / or employees across Canada with English and French speaking needs

Nice-to-have

• Highly motivated team player who thrives in a fast-paced, dynamic, and collaborative environment
• Passionate professional with excellent interpersonal skills who can build strong relationships with clients, colleagues, and partners
• Meticulousness with exceptional organizational and time management skills
• Problem solver with a proactive mindset who can anticipate client needs and find solutions efficiently

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.

• Be part of a high-performing and client-focused team within one of the world’s leading financial institutions
• A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and RBC Share Purchase Plan
• A dynamic and supportive work environment that values commitment, collaboration, and career growth

Job Skills

Additional Job Details

Address :

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Posted Date : 2025-03-14

Application Deadline :

2025-07-07

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At 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.

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