Private Client Associate - London, Canada - Royal Bank of Canada

Royal Bank of Canada
Royal Bank of Canada
Verified Company
London, Canada

2 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter


Description

Job Summary

What is the opportunity?

What will you do?

  • Identify, investigate, and resolve all client inquiries, administrative errors, etc.
  • Be a key support to the administrative activities and responsibilities of the team
  • Ensure trades are processed accurately and on a timely basis
  • Manage all aspects of account opening and documentation and maintain client cash flows and balances
  • Maintain records and files and attend client meetings as required.
  • Proactively assist with client management of appointments and scheduled meetings / calls
  • Stay current with all RBC Policies & Procedures
  • Assist other team members and continue to strengthen crossbusiness working relationships.

What do you need to succeed?

Must Have

  • Minimum of 2 years' experience in a similar role in the Investment Industry
  • Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
  • Be able to work under high pressure

Nice to Have

  • CSC
  • University Degree

What's in it for you?


We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.


  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business and geographies
  • RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager_.

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management


Additional Job Details

Address:

148


FULLARTON ST:

LONDON

City:


LONDON

Country:

Canada


Work hours/week:

37.5


Employment Type:

Full time


Platform:

Wealth Management


Job Type:

Regular


Pay Type:

Salaried


Posted Date:


Application Deadline:


Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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