Private Client Associate at RBC PH&N

Be part of RBC PH&N Investment Counsel as a Private Client Associate in Toronto, Canada. This full-time role emphasizes high-level client service and portfolio support within a dynamic team environment.
In this contract position, you will assist the Investment Counsellor and the team with daily portfolio maintenance for high net worth clients. Your responsibilities will include identifying and resolving client inquiries, processing trades timely, and managing account documentation. You'll also maintain client cash flows and attend meetings as necessary to ensure excellence in client management.
Key Responsibilities:
• Resolve client inquiries and administrative errors
• Support team administrative activities and responsibilities
• Process trades accurately and on time
• Manage account opening and documentation
• Maintain accurate client records and files
Requirements:
• University degree required
• CSC / CPH certification
• Minimum 2 years' experience i...