Found Description
Enhance client relationships with RBC PH&N Investment Counsel as a Client Support Associate in Kelowna. Provide administrative support and exceptional service to high-net-worth clients in this full-time position.
In this full-time role, you will work directly with Investment Counsellors at the Kelowna office. Your experience in the investment industry will be crucial as you assist with portfolio maintenance, trade processing, and client administration. Expect a focus on accurate record-keeping and client documentation to ensure excellence in service.
Key Responsibilities:
• Identify and resolve client inquiries efficiently
• Support daily administrative tasks for the team
• Ensure timely processing of all trades
• Manage account openings and client cash flows
• Attend client meetings and maintain meticulous records
Requirements:
• University degree in a related field
• CSC certification or intent to complete in 6 months
• Minimum 2 years of experience i...
In this full-time role, you will work directly with Investment Counsellors at the Kelowna office. Your experience in the investment industry will be crucial as you assist with portfolio maintenance, trade processing, and client administration. Expect a focus on accurate record-keeping and client documentation to ensure excellence in service.
Key Responsibilities:
• Identify and resolve client inquiries efficiently
• Support daily administrative tasks for the team
• Ensure timely processing of all trades
• Manage account openings and client cash flows
• Attend client meetings and maintain meticulous records
Requirements:
• University degree in a related field
• CSC certification or intent to complete in 6 months
• Minimum 2 years of experience i...