Associate
Core
Provide ongoing service and support to clients and the Advisor team, maintaining client accounts, ensuring compliance, and assisting with wealth management planning.
Role type
Associate Wealth Management Support
Builds
Client relationships and account administration for RBC Dominion Securities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, account management, regulatory compliance, time management, problem resolution, communication
Preferred skills
Hebrew language skills
Technologies
Microsoft Office Suite
Responsibilities
Maintain existing client accounts and identify contact opportunities; Respond to client inquiries regarding transactions and documentation; Liaise with internal departments to resolve client issues; Assist in onboarding new clients; Coordinate meetings between Advisors and clients; Ensure client files are accurate and compliant; Support the Wealth Management process and audit activities.