Wealth Management Associate – Client Services & Onboarding

RBC; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in Ottawa seeks an Associate to manage client accounts and provide exceptional service. The successful candidate will ensure compliance, support Advisors, and resolve issues efficiently. Ideal candidates are skilled in client service and proficient in Microsoft Office, with strong organizational abilities. This role offers competitive compensation and opportunities for professional growth.

Benefits

Comprehensive Total Rewards Program

Leaders support development

World-class training program in financial services

Qualifications

• Strong skills working with business applications/technology including Microsoft Office Suite.
• High quality time management and organization skills.
• Demonstrated skills in providing world-class client service.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients.
• Respond to client inquiries in a timely manner.
• Manage incoming communications from clients and Advisors.

Skills

Client service

Time management

Verbal communication

Written communication

Business applications

Tools

Microsoft Office Suite

Job description

A leading wealth management firm in Ottawa seeks an Associate to manage client accounts and provide exceptional service. The successful candidate will ensure compliance, support Advisors, and resolve issues efficiently. Ideal candidates are skilled in client service and proficient in Microsoft Office, with strong organizational abilities. This role offers competitive compensation and opportunities for professional growth.