Associate
Based in Canada
Core
Partner with Investment Advisors to deliver high-quality service, manage account administration, and support client onboarding for high net worth clients.
Role type
Associate in Wealth Management / Client Service
Builds
Client service experiences and compliant account administration
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
IR registration with CIRO, client service, account administration, regulatory compliance, CRM proficiency, Microsoft Office proficiency
Preferred skills
RBC Dominion Securities experience, Salesforce experience, AI tools proficiency
Responsibilities
Serve as primary contact for client inquiries, execute account opening and onboarding, manage day-to-day account administration, audit contact service plans, cross-train on service knowledge