Private Client Associate

Private Client Associate – Royal Bank of Canada

As part of a dynamic team, you will assist the Investment Counsellor and other members in providing daily portfolio maintenance, administration, and superior service to RBC PH&N Investment Counsel high net worth clients.

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 membe...