Private Client Associate, Ph&n Investment Counsel

  • 2-5 Year
  • Calgary
  •   Posted On: September 14, 2018
  •   Skills:  Client management, Customer Service Manager, Excel, MS Word

Job Overview

Roles & Responsibilities

What will you do?

Identify, investigate, and resolve all client inquiries, administrative errors, etc. 

Be a key support to the administrative activities and responsibilities of the team

Ensure trades are processed accurately and on a timely basis

Manage all aspects of account opening and documentation and maintain client cash flows and balances

Maintain records and files and attend client meetings as required.

Proactively assist with client management of appointments and scheduled meetings / calls

Stay current with all RBC Policies & Procedures

Assist other team members and continue to strengthen cross-business working relationships.

What do you need to succeed? 

Must-have 

Minimum of 2 years’ experience in a similar role in the banking industry 

Advanced proficiency in MS Office ( Excel, Word, Powerpoint)

Be able to work under high pressure

About Royal Bank of Canada

he Royal Bank of Canada History site has been created to remember and celebrate our heritage and the generations of men and women who transformed our company into a leader in Canada and a growing force in countries around the world. Over the years we have invested in the future by delivering quality products, creating jobs, protecting the environment, respecting diversity and making a difference in the communities that we serve. Our shared values of service, teamwork, responsibility, diversity and integrity help guide our behaviours and decisions, inspire us to lead in diversity and inclusion and define what it means to be a responsible corporate citizen. Today, approximately 79,000 client-focused and committed employees help us earn the right to be our clients’ first choice, differentiating us as an exceptional source of advice for the 16 million clients worldwide that we serve.

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