Client Service Associate
| Company | Royal Bank of Canada |
|---|---|
| Location | Montreal, QC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- At least two years of experience in wealth management, financial services, or similar client-focused industry
- Strong ability to work under pressure while managing multiple priorities with a high level of accountability and reliability
- 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
Responsibilities
- Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely, and solutions-oriented manner.
- Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.
- Assist in preparing client reviews, reports, and other key deliverables to enhance client satisfaction.
- Act as a liaison between clients and internal/external partners, ensuring smooth communication and resolution of inquiries.
- Maintain a high level of accuracy, organization, and attention to detail in all client-related tasks.
- Uphold and articulate the Kent Group’s investment philosophy.
Preferred Qualifications
- Highly motivated team player who thrives in a fast-paced, dynamic, and collaborative environment
- Passionate professional with excellent interpersonal skills who can build strong relationships with clients, colleagues, and partners
- Meticulousness with exceptional organizational and time management skills
- Problem solver with a proactive mindset who can anticipate client needs and find solutions efficiently