Client Experience Associate

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Kelowna is seeking a Client Experience Associate to deliver concierge level service for a successful Chairman Council Advisory team and their valued clients.

This role will require you to be well-organized, resourceful, proactive, have great time management skills, and be able to act independently to resolve complex issues. In addition, you will contribute to the efficiency of our business by providing personalized and timely support to your Chairman Council Advisor and our high value clients by offering back up administrative support to the team.

Executive Assistant Duties:

• Managing information flow in a timely and accurate manner by assisting with your Advisor's inbox to re-direct requests to team members, respond to email requests, facilitate the request for the scheduling of meetings etc.
• Proactively managing your Advisor's calendar, keeping a line of sight of the team's calendar to prepare meeting rooms for the flow of in-person client meetings.
• Monitor and manage stock levels of office supplies and refreshments.
• Assist in formatting team memos, emails, presentations as well as answering incoming calls and redirecting to appropriate team members.
• Book ad hoc meetings, ordering impromptu surprise and delight gifts (i.e. Anniversary flowers/gifts, client birthday, thank you, and sympathy cards etc.)
• Oversee client events with support of Advisor and the team's Marketing Assistant.
• Seasonal planning - oversee collection of team photos, team messaging, ordering and distribution of client Christmas letter etc.
• Other ad hoc duties as required.

Client Experience Assistant Duties

• Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team's client service plan.
• Coordinate (scheduling) and prepare meetings for Advisors with their clients/prospects.
• 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.).
• Help manage incoming communications from clients, Advisors, and other internal and external partners.
• Back up support to team Marketing Assistant to help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

• Minimum of 2 years of relevant experience in banking, financial services, or wealth management.
• Strong Microsoft Office Suite skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication 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 which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

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

The expected base salary range for this position is $37,500 - $45,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

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

Inclusion and Equal Opportunity Employment

At 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.