Client Experience Associate
Core
Deliver concierge-level client service and administrative support for a high-performing Wealth Management Advisory Team, managing client onboarding, communications, and account maintenance.
Role type
Client Service Associate (Wealth Management)
Builds
Client relationships and administrative workflows for an Advisory Team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Relationship Management, Microsoft Office Suite, Written Communication, Time Management, Attention to Detail
Preferred skills
Knowledge of RBC Dominion Securities systems and procedures
Responsibilities
Coordinate and prepare meetings for Advisors with clients/prospects; Manage incoming communications from clients and internal partners; Maintain existing client accounts and identify contact opportunities; Ensure accurate and timely updates of client documentation and files; Update team communication channels (websites, social media, newsletters); Support the Wealth Management process and audit activities.