Client Experience Associate

RBC Dominion Securities is seeking a Client Experience Associate to join their leading wealth management firm. In this role, you will enhance the client experience by providing personalized, tailored, and relationship-focused support. You'll execute client service activities, manage key administrative tasks, and coordinate with the Advisor team to ensure every client interaction reinforces their confidence in the firm. Responsibilities Execute activities and continuous client contact as per Advisor's business plan, client service plan, and review schedule Update client information in the team's contact management system and maintain a record of client details, interactions, meeting notes, and identified opportunities for follow-up Coordinate meetings for advisors with their clients and prospects,handle logistics, prepare meeting room, welcome clients, and execute post-meeting tasks Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts Process expense reports and invoices; order office supplies Coordinate with advisor any client events; manage invitations and logistics, RSVPs, event execution, and follow-up Requirements Strong skills in working with various business applications/technology High level of time management and organization skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to clients Exceptional verbal and written communication in English Nice-to-have Canadian Investment Regulatory Exam, CIRE Knowledge of RBC Dominion Securities’ systems and procedures Experience in the securities industry is an asset What's in it for you? A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities An opportunity to make a difference and have a lasting impact on the lives of others The chance to work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Job Data by YubHub .