Client Service Associate

RBC; Montreal; On-site; CAD 45,000 - 65,000; Full time

Job summary

RBC is seeking a dynamic Client Service Associate for its Kent Group, focusing on exceptional service delivery for high-net-worth clients. The role involves maintaining strong client relationships and assisting account management in a fast-paced environment, requiring bilingual communication and a background in wealth management.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Bonuses

RBC Share Purchase Plan

Dynamic work environment

Qualifications

• Minimum of 2 years experience in wealth management or client-focused industry.
• Ability to work under pressure and manage multiple priorities.
• Proven track record of delivering exceptional client service.

Responsibilities

• Handle incoming client calls and requests professionally.
• Support Client Relationship Managers in account management.
• Prepare reports and enhance client satisfaction through proactive service.

Skills

Bilingualism

Attention to detail

Problem solving

Interpersonal skills

Client service

Education

Bachelor’s degree

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

Job Summary

Job Description

What is the opportunity?

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

• Bachelor’s degree
• 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:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

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

Inclusion 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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