Job Description

Job Description

What is the opportunity?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 ...

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