Client Experience Associate- EN

Overview

The RBC Dominion Securities branch located in Place Ville Marie is seeking a Client Experience Associate to deliver concierge level service for a dynamic advisory team.

What will you do?

• Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.