Job Description
Overview
Enhance your career at RBC Dominion Securities as a Client Associate, focusing on delivering exceptional client service in an engaging team atmosphere. Be the pivotal point for clients and advisors in wealth management planning. In this role within the Mainella Private Wealth Chairman’s Council team in Vaughan, you will manage client accounts, respond to inquiries, and support advisors with meticulous planning. Your effective communication skills will help in maintaining compliance and ensuring a seamless experience for clients, making a significant impact on their investment journey.
Responsibilities
- Oversee client accounts and maintain communication with clients
- Provide timely responses to account inquiries and requests
- Facilitate effective communications with advisors and partners
- Organize client meeting logistics for advisors
- Follow up on trades to ensure proper execution