Wealth Management Client Services Admin

RBC Dominion Securities Inc.; Vancouver; On-site; CAD 38,000 - 45,000; Full time

Benefits offered by this job

Discretionary incentive

Job summary

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. You will support the Advisory team by delivering excellent client service, handling account administration, and helping onboard new clients, ensuring timely and accurate processing of requests.

In this role you will maintain client accounts, manage timelines and documentation, and stay compliant with internal controls and regulatory requirements while assisting the Advisor team to provide superior

Qualifications

• Strong skills using various business applications/technology.
• High level of time management and organization.
• Excellent verbal and written English communication.
• Ability to provide world-class client service in a professional, warm, and friendly manner.

Responsibilities

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts.
• Become well-versed in internal controls and regulatory requirements to ensure documentation is accurate and compliant.
• Respond to client inquiries in a timely and understanding manner (transactions, requests, documentation, reporting).
• Assist the Advisor team in welcoming and onboarding new clients.

Skills

Client service

Time management

Written & verbal English

Tech literacy

Job description

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. You will support the Advisory team by delivering excellent client service, handling account administration, and helping onboard new clients, ensuring timely and accurate processing of requests.

In this role you will maintain client accounts, manage timelines and documentation, and stay compliant with internal controls and regulatory requirements while assisting the Advisor team to provide superior