Associate
Core
Support client onboarding, account maintenance, cash transactions, and administrative coordination for a Private Client & Institutional Wealth Management team.
Role type
Associate Wealth Operations & Client Servicing
Builds
Client accounts and investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client service, attention to detail, operational process optimization, problem-solving, verbal communication, Microsoft Office proficiency
Preferred skills
CIRE certification, CFA Level I, prior industry experience
Technologies
Excel, Outlook, Word, PowerPoint, OneNote, RBC DS applications
Responsibilities
Support client onboarding and account transfers, manage ongoing servicing needs including account maintenance and cash transactions, provide ad hoc support for marketing initiatives, complete administrative duties assigned by Portfolio Managers, use Excel to analyze and maintain client investment data, support cash management and portfolio maintenance
Seniority
Entry-level to Junior IC
