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’ Read more […]

August 27, 2012 • Tags: , , , , • Posted in: Financial • Comments Off on Associate, RBC Dominion Securities, Prince George, BC recruitment