Private Client Associate

Job Description

What is the opportunity?

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. Please visit: http://www.rbcphnic.com/ for more information. 

What will you do?

• Identify, investigate, and resolve all client inquiries, administrative errors, etc.

• Be a key support to the administrative activities and responsibilities of the team

• Ensure trades are processed accurately and on a timely basis

• Manage all aspects of account opening and documentation and maintain client cash flows and balances

• Maintain records and files and attend client meetings as required.

• Proactively ass...