Associate
Core
Support Advisors in managing client accounts, ensuring compliance, and facilitating wealth management planning.
Role type
Associate Wealth Management Support
Builds
Client account administration and wealth management support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Canadian Investment Regulatory Exam (CIRE), business applications proficiency, time management, client service, verbal and written communication
Preferred skills
securities industry experience, knowledge of RBC systems
Technologies
Microsoft Office Suite
Responsibilities
Maintain existing client accounts and identify contact opportunities, respond to client inquiries regarding transactions and documentation, liaise with departments for problem resolution, assist in onboarding new clients, coordinate meetings for Advisors, ensure regulatory compliance of client files, follow up on client trades.
Seniority
Entry-level