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.

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 aspec...