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 members and continue to strengthen cross‑business working relationships.

What do you need to succeed?

Must Have

Nice to Have

What's in it for you?

We thrive on the challenge to be our best, progressive thinking, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.

Job Details

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.

#J-18808-Ljbffr