Private Client Support Associate at RBC PH&N

Elevate client service and portfolio management as a Private Client Support Associate at RBC PH&N in Kelowna. Cater to high-net-worth individuals while supporting investment counsellors effectively.
This role requires you to manage client-related inquiries and assist the investment team with administrative tasks. You will ensure timely and accurate execution of trades and oversee account opening procedures while maintaining organized client documentation throughout your interactions.
Key Responsibilities:
• Identify and resolve client-related inquiries and errors
• Provide administrative support to the investment team
• Ensure trades are processed smoothly and accurately
• Oversee account opening procedures and manage cash
• Attend client meetings and organize documentation
Requirements:
• Degree from a recognized institution
• CSC certification or commitment to obtain within 6 months
• 2+ years of experience in the investment industry
• Advanced Mic...