Associate, RBC Dominion Securities, Prince George, BC recruitment
Key Accountabilities:
(1) Client Service:
-Input and follow-up on client orders as directed by IA’s
-Meet and greet prospects and clients
-Investigate and follow-up on all client inquiries
-Utilize contact management system for all necessary follow up
(2) Administrative:
-Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
-Follow-up on client trades to ensure proper settlement and delivery
-Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
-Maintain client files
-Ensure clients’ accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
-Utilize contact management system for daily task management
-Documentation New Accounts Openings
- Research
(3) Clerical:
-Print reports and distribute them accordingly
-Faxing and photocopying
-Word processing
Position Challenges:
-Ability to prioritize daily tasks
-Ensure daily communication with your Investment Advisors
-Ability to deliver results with shifting priorities
-Ability to deal with varying personalities with internal and external clients
-Can not make recommendations to buy, sell or switch securities unless directed by IA’s
Knowledge / Experience:
-Excellent command of English language
-Good telephone Manner
-Customer Service
-CSC CPH is required
-Knowledge of the firm’s operations, policies and procedures regarding client accounts, including internal control policies
-Excellent organizational skills
-Effective communication skills
-Ability to successfully multi-task
-Strong Microsoft Office skills
Please apply on our careers page at the link below.
https://performancemanager4.successfactors.com/sfcareer/jobreqcareer?jobId=2646company=RBCusername=