Join RBC Dominion Securities as a Client Services Associate in Calgary, focusing on exceptional client interactions and support. Manage relationships and contribute to wealth management strategies effectively.
Based in the Calgary Dome Tower, this full-time role involves assisting our Advisor team and maintaining client accounts. Your skills in communication, problem resolution, and organization will be essential to ensure client satisfaction and regulatory compliance throughout your daily tasks. You will be a key player in fostering client relationships and onboarding new clients.
Key Responsibilities:
• Manage client accounts and timelines effectively
• Provide timely responses to client inquiries
• Proactively resolve client service issues
• Collaborate with internal teams and Advisors
• Support new client onboarding processes
Requirements:
• Certification in CIRE needed
• Strong familiarity with Microsoft applications
• Excellent organizational and ...