Become part of RBC Dominion Securities in Red Deer as a Client Support Specialist, focusing on account management. Deliver top-notch service and solutions to our valued clients while working collaboratively.
As an Associate, you will manage client account transactions and provide comprehensive support to Investment Advisors. Your contributions will include executing trades, maintaining account compliance, and communicating effectively with clients to address their needs. This role encourages learning through cross-training in various functions.
Key Responsibilities:
• Manage client accounts and ensure compliance with regulations
• Execute trades and monitor account rebalancing
• Ensure timely responses to client inquiries and transaction requests
• Perform analyses on client accounts and investment products
• Collaborate across departments to enhance client service
Requirements:
• Proficient in Microsoft Office with strong Excel skills
• High level of orga...