Private Client Services Coordinator
Core
Primary service contact for Investment Counselors, Financial Advisors, and high-net-worth clients, acting as a liaison with custodians and back-offices to handle account administration and complex requests.
Role type
Private Client Services Coordinator
Builds
Account administration and trade request processing for high-net-worth clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
account administration, trade request processing, custodian liaison, high-net-worth client support, industry updates tracking, reporting generation
Preferred skills
investment industry experience, private client experience, mutual fund knowledge
Technologies
RBC Investor Services Trust, NBIN, CIIS
Responsibilities
Investigate account-related problems and implement solutions, respond to account-specific inquiries via email and phone, liaise with internal departments and custodians, submit trade requests prior to 2 pm, assist with reporting requests (statements and tax packages), support special projects and campaigns
Seniority
Individual Contributor, operational support