Job Description
Join RBC in Toronto as a Senior Associate, serving Ultra High Net Worth clients through exceptional client service and operational management. This position is pivotal in the Enterprise Strategic Client Group.
In this role, you'll support day-to-day operations, focusing on client onboarding, compliance, and daily account inquiries. Your expertise and industry experience will help you efficiently manage client files and documentation. This position requires proactive client engagement and the ability to navigate complex requests effectively.
Key Responsibilities: • Oversee client account onboarding and daily servicing • Engage with internal teams for AML/KYC processes • Maintain compliance with industry requirements • Resolve client issues with a focus on proactive solutions • Process trade settlements efficiently for client accounts
Requirements: • 4-6 years of relevant brokerage experience • Registered with CIRO • Proficient in RBC DS products and compliance...
In this role, you'll support day-to-day operations, focusing on client onboarding, compliance, and daily account inquiries. Your expertise and industry experience will help you efficiently manage client files and documentation. This position requires proactive client engagement and the ability to navigate complex requests effectively.
Key Responsibilities: • Oversee client account onboarding and daily servicing • Engage with internal teams for AML/KYC processes • Maintain compliance with industry requirements • Resolve client issues with a focus on proactive solutions • Process trade settlements efficiently for client accounts
Requirements: • 4-6 years of relevant brokerage experience • Registered with CIRO • Proficient in RBC DS products and compliance...
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