Client Experience Associate

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 Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional 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:

2026-06-01

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

Our Employment Opportunities

At 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.