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Client Service Associate

Client Service Associate

Royal Bank of Canada>MONTRÉAL, Canada
7 days ago
Job description

Job Summary

Job Description

What is the opportunity?

The Kent Group , a top-performing private portfolio management team at RBC Dominion Securities, is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.

What will you do?

  • Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely, and solutions-oriented manner.
  • Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.
  • Assist in preparing client reviews, reports, and other key deliverables to enhance client satisfaction.
  • Act as a liaison between clients and internal / external partners, ensuring smooth communication and resolution of inquiries.
  • Maintain a high level of accuracy, organization, and attention to detail in all client-related tasks.
  • Uphold and articulate the Kent Group’s investment philosophy.

What do you need to succeed?

Must-have

  • Bachelor’s degree
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • At least two years of experience in wealth management, financial services, or similar client-focused industry
  • Strong ability to work under pressure while managing multiple priorities with a high level of accountability and reliability
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and / or employees across Canada with English and French speaking needs

    • Nice-to-have

  • Highly motivated team player who thrives in a fast-paced, dynamic, and collaborative environment
  • Passionate professional with excellent interpersonal skills who can build strong relationships with clients, colleagues, and partners
  • Meticulousness with exceptional organizational and time management skills
  • Problem solver with a proactive mindset who can anticipate client needs and find solutions efficiently

    • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, 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 success that is mutual.

  • Be part of a high-performing and client-focused team within one of the world’s leading financial institutions
  • A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and RBC Share Purchase Plan
  • A dynamic and supportive work environment that values commitment, collaboration, and career growth

    • Job Skills

    Additional Job Details

    Address :

    1 PLACE VILLE MARIE : MONTRÉAL

    City : MONTRÉAL

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2025-03-14

    Application Deadline :

    2025-04-14

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    I nclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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    Client Service Associate • MONTRÉAL, Canada