Found Description
Enhance client satisfaction as a Private Client Services Associate at RBC PH&N. Collaborate with the Investment Counsellor to maintain client portfolios and support administrative tasks.
This role requires a dedicated approach to client management, where you will assist with task resolution and ensure the timely processing of trades. Maintaining thorough records and managing client interactions will be key to your success in this position.
Key Responsibilities:
• Identify and resolve client inquiries diligently
• Ensure accuracy in trade processing
• Manage client account documentation effectively
• Maintain updated client records and files
• Assist in scheduling and client meeting preparations
Requirements:
• University Degree alongside CSC / CPH credentials
• Minimum 2 years of relevant experience in investment
• Advanced skills in MS Office, particularly Excel
• Ability to work effectively under pressure
• Enrollment in CFA is a beneficial asse...
This role requires a dedicated approach to client management, where you will assist with task resolution and ensure the timely processing of trades. Maintaining thorough records and managing client interactions will be key to your success in this position.
Key Responsibilities:
• Identify and resolve client inquiries diligently
• Ensure accuracy in trade processing
• Manage client account documentation effectively
• Maintain updated client records and files
• Assist in scheduling and client meeting preparations
Requirements:
• University Degree alongside CSC / CPH credentials
• Minimum 2 years of relevant experience in investment
• Advanced skills in MS Office, particularly Excel
• Ability to work effectively under pressure
• Enrollment in CFA is a beneficial asse...