RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio ... Provide proactive client service with a focus on problem resolution and attention to details.
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio ... Provide proactive client service with a focus on problem resolution and attention to details.
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio ... Provide proactive client service with a focus on problem resolution and attention to details.
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio ... Provide proactive client service with a focus on problem resolution and attention to details.
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
Associate
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
Associate
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
The Investment Associate provides advanced trading and client service support to Scotia iTRADE's High Value and highly active trader client segment. This role requires specialized expertise in equity ...
The Investment Associate provides advanced trading and client service support to Scotia iTRADE's High Value and highly active trader client segment. This role requires specialized expertise in equity ...
You'll be supported by an innovative, team-based environment that values integrity, client focus ... As an Investment Associate you will work closely with a Wealth Advisor in the development and ...
You'll be supported by an innovative, team-based environment that values integrity, client focus ... As an Investment Associate you will work closely with a Wealth Advisor in the development and ...
The Credit Solutions Associate (CSA) provides the Client Relationship Managers with end-to-end creditunderwriting support for all growth clients in their assigned portfolio. This will include working ...
New
The Credit Solutions Associate (CSA) provides the Client Relationship Managers with end-to-end creditunderwriting support for all growth clients in their assigned portfolio. This will include working ...
New
Associate Director
Montreal, QC · On-site
CA$69K - CA$129K/yr
The Associate Director will make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data. The candidate will: * Provides accurate financial ...
Associate Director
Montreal, QC · On-site
CA$69K - CA$129K/yr
The Associate Director will make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data. The candidate will: * Provides accurate financial ...
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and ...
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and ...
Associate Director
CA$69K - CA$129K/yr
The Associate Director will make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data. The candidate will: * Provides accurate financial ...
Associate Director
CA$69K - CA$129K/yr
The Associate Director will make recommendations regarding risk, deal structure, and client requirements by analyzing financial and operational data. The candidate will: * Provides accurate financial ...
Client Services Lead, Retail Programs - Bilingual (English/French), Staples Promotional Products
Montreal, QC · On-site
As an Client Services Manager - Retail Programs , you will be responsible for managing and growing ... Lead, coach, and develop a team of Account Services and Retail associates, fostering a culture of ...
New
Client Services Lead, Retail Programs - Bilingual (English/French), Staples Promotional Products
Montreal, QC · On-site
As an Client Services Manager - Retail Programs , you will be responsible for managing and growing ... Lead, coach, and develop a team of Account Services and Retail associates, fostering a culture of ...
New
Wealth Associate
Quebec, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
Wealth Associate
Quebec, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
Wealth Associate
Montreal, QC · On-site
A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give ... client events Organize the delivery of client gifts ( Christmas, live events, etc.) Help develop ...
Wealth Associate
Montreal, QC · On-site
A career as an Associate in the Family Wealth Management Schulman Group at National Bank, will give ... client events Organize the delivery of client gifts ( Christmas, live events, etc.) Help develop ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Analyze client accounts to prepare for activities that support wealth advisors in their business ...
Client Associate information
What jobs pay 4000 a week without a degree?
A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.
Is a client service associate a good job?
A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.
What does a client associate do?
A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.
How does a Client Associate typically collaborate with other teams within a financial services firm?
Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.
What are Client Associates?
Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.
Is Associate the lowest position?
In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.
What are the most commonly searched types of Client jobs in Quebec? The most popular types of Client jobs in Quebec are:
What job categories do people searching Client Associate jobs in Quebec look for? The top searched job categories for Client Associate jobs in Quebec are:
What cities in Quebec are hiring for Client Associate jobs? Cities in Quebec with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in QC? For Client Associate jobs in QC, the most frequently searched job titles are:
Job description
Job Description
What is the opportunity?
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.
What will you do?
- Execute trades and rebalance portfolios.
- Follow up on client trades to ensure proper settlement and delivery.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the advisory team with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
What do you need to succeed?
Must-have
- Canadian Investment Regulatory Exam (CIRE)
- Post-secondary degree in finance or a related area of study
- Minimum of 2 years of professional work experience within the investment industry
- 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
- Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)
Nice-to-have
- Passion for investments, analysis, and portfolio management
- Meticulous attention to detail and excellent time management skills
- Strong problem solving and analytical skills
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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
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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.
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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.
Employment Type: FULL_TIME
About Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA