Found Description
Embark on a rewarding career at RBC PH&N Investment Counsel as a Private Client Associate/Receptions, where you will provide exceptional service to high-net-worth clients. This full-time role blends administrative support and client interactions at our Vancouver office.
As part of a high-performing team, you'll assist Investment Counsellors in portfolio management while executing receptionist duties. Your responsibilities will include handling client inquiries, ensuring timely trade processing, and managing appointment schedules. A proactive approach to maintaining client relationships and supporting team activities is essential.
Key Responsibilities:
• Resolve client inquiries and administrative issues
• Support team with various administrative tasks
• Process trades accurately and on time
• Manage account opening and client documentation
• Assist with client management in appointments
Requirements:
• 2+ years in a similar investment role
• Receptionist e...
As part of a high-performing team, you'll assist Investment Counsellors in portfolio management while executing receptionist duties. Your responsibilities will include handling client inquiries, ensuring timely trade processing, and managing appointment schedules. A proactive approach to maintaining client relationships and supporting team activities is essential.
Key Responsibilities:
• Resolve client inquiries and administrative issues
• Support team with various administrative tasks
• Process trades accurately and on time
• Manage account opening and client documentation
• Assist with client management in appointments
Requirements:
• 2+ years in a similar investment role
• Receptionist e...