Associate - C$38,000 - C$55,000 A Year
RBC Dominion SecuritiesBrantford, CanadaThe Associate will support the wealth management team, manage client accounts, and ensure compliance in a 14-month contract. Show more
I. Job Summary
The Account Associate I (AA) serves as a key point of contact for WM's Small/Medium business customers. Operating as part of a team-based queue, the AA focuses on retaining and growing the team's book of business. Through effective management of inbound call requests and proactive customer outreach, the AA maintains a net positive business performance by preventing customer cancellations and securing updated contract agreements. Success in this role is achieved through sound retention strategies, effective negotiation skills, and alignment with WM's growth objectives.
II. Essential Duties and Responsibilities
III. Qualifications
A. Required Qualifications
B. Preferred Qualifications
IV. Physical Requirements
Listed below are key points regarding physical demands, physical and occupational risks, and the work environment of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
Office: This job primarily operates in a professional office environment and routinely requires the use of standard office equipment such as computers, phones, copy machines, etc.
Pay: The expected base pay range for this hybrid position is $50,000 - $55,000. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. This position is for an existing vacancy. In addition, this position is eligible for commission.
This role is designated as Hybrid which will follow the WM Office Policy requiring in office work and an option to work remotely one day per week
V. Benefits
At WM, each eligible employee receives a competitive total compensation package that includes medical, dental, vision, life insurance, and short-term disability. In addition, we offer a stock purchase plan, company matching on a RRSP, and more. Employees also receive paid vacation, holidays, and personal days. Please note that benefits may vary by site.
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