Royal Bank of Canada·7 days ago
7 days ago
Client Service Associate
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What you'll do
- Support high-net-worth clients by managing daily account operations
- Provide exceptional client service
What they're looking for
- Canadian investment regulatory exam
- Wealth management experience
- Bilingualism in English and French
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 Service Associate, you will support high-net-worth clients by managing daily account operations and providing exceptional service. This role requires strong organisational skills and experience in wealth management, with bilingualism in English and French essential.
Skills
- canadian investment regulatory exam
- wealth management
- client service
- bilingualism (english and french)
- portfolio management
- account management
- client relationship management
- operational support
- report preparation
- problem solving
- organizational skills
- time management
- collaboration
- client liaison
Company
Royal Bank of Canada
MONTRÉAL, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.