Found Description
Join RBC Dominion Securities in Kamloops as an Associate focused on exceptional client service and wealth management support. Your proactive communication will be key in optimizing client experiences.
As an Associate with RBC Dominion Securities, you'll play a vital role in maintaining and supporting client accounts. You will manage inquiries, assist in onboarding new clients, and ensure documentation is compliant with regulatory standards. This role requires strong problem-resolution skills to enhance client interactions and a keen attention to detail for accurate client files.
Key Responsibilities:
• Manage client accounts and communications effectively
• Quickly respond to client inquiries and requests
• Coordinate onboarding processes for new clients
• Ensure compliance with internal controls and regulations
• Follow up on clients’ trade settlements
Requirements:
• Certification in Canadian Investment Regulatory Exam (CIRE)
• Strong skills in Microsoft...
As an Associate with RBC Dominion Securities, you'll play a vital role in maintaining and supporting client accounts. You will manage inquiries, assist in onboarding new clients, and ensure documentation is compliant with regulatory standards. This role requires strong problem-resolution skills to enhance client interactions and a keen attention to detail for accurate client files.
Key Responsibilities:
• Manage client accounts and communications effectively
• Quickly respond to client inquiries and requests
• Coordinate onboarding processes for new clients
• Ensure compliance with internal controls and regulations
• Follow up on clients’ trade settlements
Requirements:
• Certification in Canadian Investment Regulatory Exam (CIRE)
• Strong skills in Microsoft...
Ready to Apply?
Submit your application for Client-Focused Associate Position at 0000050599 RBC Dominion Securities Inc.
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