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RBC

Dec 23

  • Job
    Full-time
    Entry Level
  • Customer Relations
    Banking & Finance
  • Toronto

AI generated summary

  • You must have CSC and CPH, strong skills in Microsoft Office, excellent time management, client service, and exceptional communication skills.
  • You will manage client accounts, respond to inquiries, resolve problems, assist in onboarding, coordinate meetings, ensure regulatory compliance, and maintain communications and documentation efficiently.

Requirements

  • Must-have
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong skills working with business applications/technology, including Microsoft Office Suite
  • High quality time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills
  • Nice-to-have
  • Knowledge of RBC Dominion Securities’ systems and procedures
  • Experience in the securities industry is an asset

Responsibilities

  • Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners.
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

FAQs

What is the job title for this position?

The job title is Associate at RBC Dominion Securities.

Where is the job located?

The job is located in Downtown Toronto, specifically at Bay Wellington Tower, 181 Bay St.

What are the main responsibilities of the Associate position?

The main responsibilities include maintaining existing client accounts, responding to client inquiries, providing proactive client service, assisting Advisors with onboarding new clients, preparing for meetings, ensuring documentation compliance, and updating communication channels.

What qualifications are required for this position?

You must have completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).

Are there any preferred qualifications for this job?

Yes, knowledge of RBC Dominion Securities' systems and procedures, as well as prior experience in the securities industry are considered assets.

What skills are necessary for success in this role?

Necessary skills include strong time management and organization, high-quality client service capabilities, and exceptional verbal and written communication skills.

What type of work environment does RBC Dominion Securities provide?

RBC Dominion Securities offers a collaborative, dynamic, and progressive work environment focused on high performance and team success.

What benefits are offered to employees in this position?

Employees benefit from a comprehensive Total Rewards Program, competitive compensation, bonuses, flexible benefits, a world-class training program, and support from leaders for personal development.

What is the work schedule for this role?

The work hours for this position are 37.5 hours per week.

How can I apply for this position?

You can apply for this position through the RBC careers website at jobs.rbc.com.

Does RBC have a commitment to diversity and inclusion?

Yes, RBC is committed to embracing diversity and inclusion for innovation and growth within the workplace.

Is there an opportunity for career advancement in this role?

Yes, there are opportunities for development and advancement through coaching and managing opportunities provided by leaders at RBC.

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RBC

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Finance
Industry
10,001+
Employees
1864
Founded Year

Mission & Purpose

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.