Account Management Associate Jobs in Surrey, BC (NOW HIRING)

What is the opportunity?
The RBC Dominion Securities Thurlow branch is currently seeking an Associate to join a large advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.
What will you do?

• Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?
Must-have

• CIRE exam
• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management 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
• Wealth Management Experience

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures, an asset
• Minimum of 2 years of experience in securities industry
• Enthusiastic, committed, and entrepreneurial spirit

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• A world-class training program in financial services

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate's experience, skills,registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $36,000 - $50,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x 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

Additional Job Details

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.

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.