Wealth Client Services Associate

RBC; Hamilton; On-site; CAD 38,000 - 50,000; Full time

Job summary

RBC in Hamilton, Canada, is seeking a full-time Wealth Management support role to handle client account administration, onboarding, and meeting preparation for Advisors. You will manage timelines, ensure regulatory compliance, and respond to client inquiries with a focus on proactive service.

The role involves coordinating with Advisors and clients, maintaining accurate files, and leveraging planning to support client needs within a 37.5-hour work week.

Qualifications

• Experience handling client accounts and maintaining documentation.
• Strong understanding of regulatory requirements and controls.
• Excellent communication with clients, Advisors, and partners.

Responsibilities

• Execute client account administration including opening and maintaining accounts.
• Manage timelines and key dates for accounts to support clients.
• Be responsive to client inquiries regarding transactions, documentation and reporting.
• Assist Advisors in onboarding new clients and coordinating meetings.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Job description

RBC in Hamilton, Canada, is seeking a full-time Wealth Management support role to handle client account administration, onboarding, and meeting preparation for Advisors. You will manage timelines, ensure regulatory compliance, and respond to client inquiries with a focus on proactive service.

The role involves coordinating with Advisors and clients, maintaining accurate files, and leveraging planning to support client needs within a 37.5-hour work week.