Talent.com
0000050599 RBC Dominion Securities Inc.
Client Experience Associate0000050599 RBC Dominion Securities Inc. • LANGLEY, British Columbia, Canada
Client Experience Associate

Client Experience Associate

0000050599 RBC Dominion Securities Inc. • LANGLEY, British Columbia, Canada
12 days ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?The RBC Dominion Securities branch located in Langley is seeking a Client Experience Associate to join a successful Investment team. You will assist in enhancing the client experience by providing personalized, tailored, and relationship focused support. Additionally you will assist with team marketing and digital content creation.What will you do?
Client Service & Support
  • Execute activities and continuous client contact as per Advisor’s business plan, client service plan, review schedule.
  • Update client info in the team’s contact management system. Maintain a record of client details, interactions, meeting notes, and identified opportunities for follow-up.
  • Coordinate meetings for advisors with their clients / prospects – handle logistics, prepare meeting room, welcome clients, execute post-meeting tasks.
  • Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary. • Assist the Advisor/team with client onboarding.
  • Help manage incoming communications; e.g., answer phone, triage Advisor’s e-mails.
  • Oversight, thought leadership, and execution on activities that influence the client experience.
Account Administration/Documentation
  • Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.)
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
  • Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives.
  • Maintain complete and up-to-date client files within appropriate systems
General Business Administration
  • Process expense reports and invoices, order office supplies.
  • Coordinate client events, manage invitations and logistics, RSVPs and event execution and follow up.
  • Assist Advisor with managing an RBC partner and COI service plan and execution of the plan.
  • • Assist with preparing mail outs of client info packages, prospectuses, newsletters, invitations to seminars, etc.
  • Assist with creative marketing tasks and social media maintenance.
  • Ensure team processes are current and strive for efficiencies
What do you need to succeed?Must-have
  • Canadian Investment Regulatory Exam (CIRE) or willingness to complete
  • 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 in English
  • Creativity and aptitude for marketing, content creation, and digital/social media curation
Nice-to-have
  • Knowledge of RBC Dominion Securities’ systems and procedures
  • Experience in the securities industry is an asset
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.
  • A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to build close relationships with clients
The expected base salary range for this position is $40,000 - $45,000.This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
Job SkillsCustomer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing SoftwareAdditional Job Details

Address:

8411 200 ST:LANGLEY

City:

Langley

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-07

Application Deadline:

2026-06-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Create a job alert for this search

Client Experience Associate • LANGLEY, British Columbia, Canada

Similar jobs

Assoc., Expérience client

TDTownship of Langley, BC, CA
Full-time

Location: Aldergrove, British Columbia, Canada.At TD Canada Trust, we serve customers with strong relationships and provide services, products and solutions.At the branch, you will understand custo... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - 75405 - Turing

Turingcoquitlam, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Remote Private Equity Associate ($100/hr) - 75405

Turinglangley, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Client Success Manager for Vistera & Spraggs

Spraggs GroupCoquitlam, BC, Canada
Full-time

Become a Client Success Manager at Spraggs Business Advisory, focusing on client satisfaction in Coquitlam, BC.This full-time role supports both Vistera platform subscribers and Spraggs clients.In ... Show more

 • Promoted • New!

Customer Experience Associate

TDTownship of Langley, BC, CA
Full-time

Aldergrove, British Columbia, Canada.At TD Canada Trust, we are the frontline of TD Bank.We strive to build deep and long‑lasting relationships with our customers by performing a broad range of cus... Show more

 • Promoted

Customer Experience Associate (Mandarin Language Skills an Asset)

TD BankWhite Rock, BC, CA
Part-time

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Show more

 • Promoted

Client Growth Manager

AudienceViewlangley, bc, ca
Permanent

AudienceView is an organization of people who are passionate about the business of Live Events.We create industry-leading software solutions that fuel attendee engagement, ticket sales and advertis... Show more

 • Promoted

Bilingual Customer Engagement Associate - BET99

BET99coquitlam, bc, ca
Full-time

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Show more

 • Promoted

Circana Client Insights Manager Role

CircanaCity of Langley, Metro Vancouver Regional District, CA
Full-time

Shape the future of client insights at Circana in Langley, BC as a Client Insights Manager.Apply your analytical expertise to derive key insights that drive client success.This role requires you to... Show more

 • Promoted

Bilingual Customer Engagement Associate

BET99langley, bc, ca
Full-time

BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte... Show more

 • Promoted

Dental Operations Associate

Cliff Ridge Specialty Partnerscoquitlam, bc, ca
Full-time

At Cliff Ridge Specialty Partners (\"Cliff Ridge\"), we believe in delivering patient-centered clinical excellence.To execute on our mission, our team partners with industry-leading orthodontists a... Show more

 • Promoted

Data Entry Clerk (Remote) - No Experience Required

ApexFocusGroupPort Coquitlam
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Data Entry experience needed.Data Entry Clerk Work From ... Show more

 • Promoted

Customer Experience Associate - 18.75 hours - Shaughnessy Station branch, Port Coquitlam BC

ScotiabankPort Coquitlam, Metro Vancouver Regional District, CA
Full-time

Select how often (in days) to receive an alert:.Title: Customer Experience Associate - 18.Shaughnessy Station branch, Port Coquitlam BC.Join a purpose driven winning team, committed to results, in ... Show more

 • Promoted

Customer Experience Manager - Gemini Group

Gemini Groupcoquitlam, bc, ca
Full-time

At GoldCare, we're on a mission to make healthcare smoother and smarter delivering cutting-edge information management software that empowers clinics, and providers to focus less on paperwork and m... Show more

 • Promoted

Customer Experience Manager

Gemini Groupcoquitlam, bc, ca
Full-time

At GoldCare, we're on a mission to make healthcare smoother and smarter delivering cutting-edge information management software that empowers clinics, and providers to focus less on paperwork and m... Show more

 • Promoted

Client Success Specialist 客户成功专员

UniUnilangley, BC, ca

Who Are We?</p><p>UniUni是尾程派送物流领域的国际领导者，每年在加拿大境内递送上千万件包裹，并正在美国市场快速扩张。公司成立于2019年，凭借技术驱动的创新模式和众包配送解决方案，为本地、国内及国际电商客户提供快捷、经济且可靠的物流服务。</p><p><br></p><p><b&g... Show more

 • Promoted

Customer Experience Associate

TD BankCoquitlam, Metro Vancouver Regional District, Canada
Part-time

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie... Show more

 • Promoted

Member Experience Specialist (On Site)

Prospera Credit UnionMaple Ridge, British Columbia, Canada
Full-time

Prospera Credit Union is a community-based, purpose-driven organization that offers our members a full range of financial products and services.As one of the largest credit unions in British Columb... Show more

 • Promoted

Part-Time Focus Group Participant - No Experience Required

ApexFocusGroupLangley, BC, CA
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Data Entry experience needed.Data Entry Clerk Work From ... Show more

 • Promoted

Dental Operations Associate - Cliff Ridge Specialty Partners

Cliff Ridge Specialty Partnerscoquitlam, bc, ca
Full-time

At Cliff Ridge Specialty Partners (\"Cliff Ridge\"), we believe in delivering patient-centered clinical excellence.To execute on our mission, our team partners with industry-leading orthodontists a... Show more