RO
Private Client Associate
Ottawa, Ottawa region
On-site
Full-time
$46K – $70K CAD
3 weeks agoJob Overview
Job Description What is the opportunity? As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc. What will you do? Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client Be a key support to the administrative activities and responsibilit…
What you'll do
- Respond to client inquiries and resolve issues to client satisfaction
- Provide daily portfolio maintenance administration
- Support Investment Counsellor and team members
- Deliver superior service to high net worth clients
- Assist with administrative activities and responsibilities
What you'll need
- Ability to respond to client inquiries professionally
- Support administrative activities and responsibilities
- Work as part of a dynamic team
- Assist Investment Counsellor and team members
- Provide superior service to high net worth clients
About the Company
RO