Client Support Associate Jobs in Georgetown, ON (NOW HIRING)

Job Description

ELINESKY SCHUETT PRIVATE WEALTH OF RBC DOMINION SECURITIES

Guelph, Ontario

If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, then you should definitely read on!

Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

THE ROLE

We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with team capacity during peak volume periods.

TOP 5 JOB RESPONSIBILITIES

WORLD CLASS PRIMARY SERVICE CONTACT

• First point of contact to quarterback all client inquiries and requests for your Investment Advisor's book of clients and ensure they are overly satisfied with our service levels - bring ideas back to the team for continued creativity and improvement

DRIVE OUR CONTACT SERVICE PLAN

• Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor's contact service plan

ACCOUNT OPENING

• Execute a world class account opening and onboarding experience in-person and/or digitally

ACCOUNT ADMINISTRATION

• Execute all day to day, ad-hoc, and infrequent account administration to ensure our client's needs are well serviced and ensure all accounts are 100% compliant with internal controls and regulatory requirements

DEVELOP AND CROSS-TRAIN SERVICE KNOWLEDGE

• Eagerly learn, develop, and test the breadth and depth of your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and ensure that your fellow associates are exceptionally cross-trained

QUALITIES OF THE IDEAL CANDIDATE

• Compassion, patience, and care are among your biggest assets
• Proactive, helpful, and thoughtful service is second nature to you
• You are a trustworthy team player with high integrity, a strong work ethic and self-discipline
• You are enthusiastic, committed, and have an entrepreneurial spirit
• You learn rapidly, eagerly, and without fear
• You are resilient to changing priorities, tasks, and adopting new technologies

REQUIRED QUALIFICATIONS & WORK EXPERIENCE

• 3+ years as an Associate
• IR Registered with CIRO
• Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive
• Meticulous attention to detail, strong organizational skills, and excellent time management
• Demonstrated professionalism and ability to manage highly confidential information
• Exceptional verbal and written communication skills - you can communicate with individuals at all levels and from various backgrounds, with confidence and grace

CONSIDERED AN ASSET

• Specific experience with RBC Dominion Securities and its software products
• Experience with Sales Force or other Customer Relationship Management (CRM) software
• Strong proficiency in video conferencing and messenger service applications
• Strong proficiency in Microsoft Office Products
• Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity

WHAT'S IN IT FOR YOU?

Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

• Competitive base salary and variable performance bonuses
• Comprehensive health benefits and matching programs
• Competitive team and office perks including strong vacation, personal, sick, and flex day policies
• Fun team events and active participation in the community

What this means for you:
Your total earning potential combines your base salary with your variable incentive opportunity. With a variable incentive of up to 1.0x your salary, your expected total compensation range is $75,000 - $100,000 annually.

Job Skills

Additional Job Details

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

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

Pay Range

The expected pay range for this position is:

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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.