Found Description
Become a key support figure as a Wealth Management Support Role at RBC PH&N Investment Counsel in Vancouver. In this full-time position, you will coordinate service and assist Investment Counsellors in catering to high-net-worth clients.
The Wealth Concierge will play an essential role in client satisfaction through meticulous attention to detail and effective problem resolution. With a minimum of two years of experience in a related field, you will handle client inquiries, prepare presentations, and maintain thorough documentation. Your strong communication skills will be critical in nurturing relationships with clients and internal teams.
Key Responsibilities:
• Provide excellent service for client inquiries and support
• Assemble and prepare Annual Review Meeting documentation
• Review financial plans before client discussions
• Use SalesForce for updates on wealth plans
• Foster collaboration with internal partners
...
The Wealth Concierge will play an essential role in client satisfaction through meticulous attention to detail and effective problem resolution. With a minimum of two years of experience in a related field, you will handle client inquiries, prepare presentations, and maintain thorough documentation. Your strong communication skills will be critical in nurturing relationships with clients and internal teams.
Key Responsibilities:
• Provide excellent service for client inquiries and support
• Assemble and prepare Annual Review Meeting documentation
• Review financial plans before client discussions
• Use SalesForce for updates on wealth plans
• Foster collaboration with internal partners
...
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