Royal Bank of Canada·3 days ago
3 days ago
Client Experience & Wealth Associate
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What you'll do
- Deliver concierge-level service to clients
- Support the advisory team in onboarding and ongoing engagement
- Manage client communications
- Maintain accounts
What they're looking for
- Strong client service skills
- Experience in the securities industry
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are expanding our team: As a Client Experience & Wealth Associate, you will deliver concierge-level service to clients, supporting the advisory team in onboarding and ongoing engagement. Key responsibilities include managing client communications and maintaining accounts. Ideal candidates bring strong client service skills and experience in the securities industry.
Skills
- microsoft office suite
- client service
- wealth management
- account management
- financial regulation
- investment risk management
- problem resolution
- decision making
- group problem solving
- customer success
- client onboarding
- audit support
- communication management
- account reporting
- tax receipt processing
- internal stakeholder liaison
- website management
- linkedin management
- facebook management
- newsletter management
Company
Royal Bank of Canada
Vancouver, Canada
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