Royal Bank of Canada·12 days ago
12 days ago
Client Experience Associate
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What you'll do
- provide exceptional service and support to our clients and Advisor team
- manage client accounts
- assist with service plans
- coordinate meetings
What they're looking for
- strong organisational skills
- experience in client service within the financial sector
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a Client Experience Associate to provide exceptional service and support to our clients and Advisor team. You will manage client accounts, assist with service plans, and coordinate meetings. Ideal candidates have strong organisational skills and experience in client service within the financial sector.
Skills
- canadian securities course
- conduct & practices handbook
- account administration
- client service
- microsoft office suite
- account maintenance
- problem resolution
- financial regulation
- wealth management
- client portfolio management
- investment risk management
- meeting coordination
- social media communication
- regulatory compliance
- project management
- decision making
- group problem solving
- customer success
- account documentation
- client communications
- rbc dominion securities systems
- estatement campaign
Company
Royal Bank of Canada
COLLINGWOOD, Canada
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