Wealth Client Associate: Portfolio Support & Service

RBC; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto is seeking a candidate to assist in maintaining high net worth client portfolios. Responsibilities include resolving client inquiries and ensuring accurate trade processing. The ideal applicant should have a university degree, CSC certification, and at least 2 years of experience in the investment industry. This role offers a comprehensive rewards program, competitive compensation, and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Bonuses and flexible benefits

Qualifications

• Minimum of 2 years' experience in a similar role in the Investment Industry.
• Current enrollment in CFA is a plus.

Responsibilities

• Identify, investigate, and resolve all client inquiries and administrative errors.
• Ensure trades are processed accurately and in a timely manner.
• Manage all aspects of account opening and documentation.

Skills

Advanced proficiency in MS Office (Excel, Word, Powerpoint)

High pressure management

Education

University Degree

CSC

Job description

A leading financial institution in Toronto is seeking a candidate to assist in maintaining high net worth client portfolios. Responsibilities include resolving client inquiries and ensuring accurate trade processing. The ideal applicant should have a university degree, CSC certification, and at least 2 years of experience in the investment industry. This role offers a comprehensive rewards program, competitive compensation, and opportunities for professional growth.