Wealth Management Client Services Associate

RBC; City of Langley; On-site; CAD 41,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Impactful work with top clients

Job summary

RBC PH&N Investment Counsel is seeking a capable Investment Support Associate to assist the Investment Counsellor and team with daily portfolio maintenance and administration for high net worth clients. The role involves opening accounts, documenting cash flows, and ensuring accurate trade processing.

You will join a dynamic team in Langley, BC, supporting high-touch client service and working within RBC Wealth Management Services. 37.5 hours weekly, full-time role, salary range provided.

Qualifications

• Minimum of 2 years' experience in a similar role in the Investment Industry.
• Advanced proficiency in MS Office ( Excel, Word, PowerPoint).
• Be able to work under high pressure.

Responsibilities

• Identify, investigate, and resolve all client inquiries, administrative errors, etc.
• Be a key support to the administrative activities and responsibilities of the team
• Ensure trades are processed accurately and on a timely basis
• Manage all aspects of account opening and documentation and maintain client cash flows and balances
• Maintain records and files and attend client meetings as required.
• Proactively assist with client management of appointments and scheduled meetings / calls
• Stay current with all RBC Policies & Procedures
• Assist other team members and continue to strengthen cross-business working relationships.

Skills

MS Office

Under pressure

Client service

Education

University Degree

CSC

Tools

Excel

PowerPoint

Job description

RBC PH&N Investment Counsel is seeking a capable Investment Support Associate to assist the Investment Counsellor and team with daily portfolio maintenance and administration for high net worth clients. The role involves opening accounts, documenting cash flows, and ensuring accurate trade processing.

You will join a dynamic team in Langley, BC, supporting high-touch client service and working within RBC Wealth Management Services. 37.5 hours weekly, full-time role, salary range provided.