Are you passionate about life, not content with the status quo, always willing to learn and see every client interaction as an opportunity to exceed their expectations? If so, we are looking for a Client Experience Manager willing to get out of their Comfort Zone and into their Learning and Growth Zones!
What is the opportunity?
To be part of The Eydt Wealth Advisory Group - a leading wealth management practice at RBC Dominion Securities, the number one asset management firm in Canada.
Our approach to investing is intrinsically personal. To us, financial planning isn’t about money: it’s about people. We prioritize getting to know our clients’ financial vision so we can make personalized recommendations. This work provides the clarity, stability, and confidence required to spend without the fear of outliving your money. Simply put, our proven process allows clients to enjoy their money.
Our team is a family. We’re tight-knit, supportive, and work closely and well together. Our office is located in the heart of Edgemont Village, a unique , family oriented community. With views of the North Shore mountains and just minutes away from both the iconic mountain trails and downtown, it provides the setting for a healthy work-life balance .
What will you do?
- Client meeting preparation
- Fulfill client inquiries
- Investigate and resolve inquiries related to accounts
- Manage documentation & regulatory requirements for new and existing clients
- Maintain client relationships and knowledge of accounts
- Helping to manage team operations while working to refine processes to ensure the team runs efficiently
What do you need to succeed?
Must Have
- CSC or willing to obtain
- Excellent client service skills
- Strong computer skills (Word, PowerPoint, Excel), Strong written and verbal communication skills Meticulous attention to detail
- Financial services industry experience with a strong understanding of financial administration, account types, rules and regulations
Nice to Have
- CSC & CPH (IIROC licensed)
- Post-secondary degree
- At least 1 year of experience in a similar role
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 including bonuses and flexible benefits, competitive compensation
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.