Associate
Core
Provide administrative support and client service to a private banking advisory team, managing client accounts, inquiries, and onboarding.
Role type
Associate (Administrative Support to Advisory Team)
Builds
Private banking client relationships and account management
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client service, time management, organization, business applications, regulatory compliance, trade settlement
Preferred skills
Knowledge of RBC Dominion Securities systems
Responsibilities
Review day-to-day execution of private banking deals, monitor business performance, introduce products to high net worth clients, maintain client accounts, respond to client inquiries, liaise with internal departments, assist in client onboarding, ensure regulatory compliance, follow up on client trades
Seniority
Associate, entry-level to mid-level