Job Description
Join RBC PH&N Investment Counsel as a Client Service Specialist, delivering exceptional service in wealth management. This full-time role based in Vancouver focuses on supporting Investment Counsellors and their high-net-worth clients.
As a Wealth Concierge, you will manage client communications and support in preparing for meetings and presentations. Your role will be vital in maintaining accurate client records and enhancing the overall client experience. A minimum of two years in similar roles will help you excel in this position, where strong attention to detail and exceptional verbal and written communication are necessary.
Key Responsibilities:
• Engage with clients to handle inquiries and updates
• Create materials for Annual Review Meetings
• Ensure financial documents are prepared accurately
• Utilize SalesForce for wealth planning tracking
• Collaborate with partners and internal teams
Requirements:
• University Degree required
• At least 2 years...
As a Wealth Concierge, you will manage client communications and support in preparing for meetings and presentations. Your role will be vital in maintaining accurate client records and enhancing the overall client experience. A minimum of two years in similar roles will help you excel in this position, where strong attention to detail and exceptional verbal and written communication are necessary.
Key Responsibilities:
• Engage with clients to handle inquiries and updates
• Create materials for Annual Review Meetings
• Ensure financial documents are prepared accurately
• Utilize SalesForce for wealth planning tracking
• Collaborate with partners and internal teams
Requirements:
• University Degree required
• At least 2 years...
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