Private Client Associate

Job Description

What is the opportunity?

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth clients. For more information, visit .

What will you do?

• Identify, investigate, and resolve all client inquiries and administrative errors.
• 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 cu...