Associate
Royal Bank of Canada Voir toutes les offres
- Sault Ste Marie, ON
- 37.500-50.000 $ par an
- Permanent
- Temps-plein
- Maintain existing client accounts from an account maintenance perspective, including but not limited to management of models, execution of trades, all position rebalancing functions to contracted levels, cash raises, and sending EFTs.
- Follow up on client trades to ensure proper settlement and delivery.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
- Cross train on numerous office administration functions from account opening to meeting preparation to effectively managing incoming communications from clients, Advisors and other internal and external partners.
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
- High quality time management and organization skills.
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
- Exceptional verbal and written communication skills.
- Knowledge of RBC Dominion Securities’ systems and procedures.
- Experience in the securities industry is an asset.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team