Client Experience & Wealth Associate
Core
Deliver concierge-level client service and support for a high-performing Wealth Management Advisory Team, managing the client journey from onboarding to ongoing contact.
Role type
Client Experience & Wealth Associate (Advisory Support)
Builds
Client service plans, meeting logistics, and communication channels for Wealth Management clients.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Microsoft Office Suite, Verbal and written communication, Securities industry knowledge
Preferred skills
Knowledge of RBC Dominion Securities systems, Highly-developed client service skills
Responsibilities
Enhance client experience from onboarding to year-round contact, Coordinate and prepare Wealth Management review meetings, Respond to client inquiries regarding accounts and tax receipts, Manage incoming communications and client timelines, Support Advisor team with client onboarding and Wealth Management process audit, Update team communication channels (websites, social media, newsletters)