Location
abbotsford, fraser valley regional district, Canada
Posted
June 17, 2026
Job Description
Elevate client relationships at RBC Dominion Securities in Abbotsford. This full-time role focuses on delivering exceptional client service and supporting Advisor teams with banking product solutions.
As a Client Services Associate, you will coordinate meetings, manage client inquiries, and assist in onboarding new clients. Your organizational skills will ensure that all documentation is compliant with regulations while providing proactive service to deepen client trust and satisfaction. Join a supportive team that values excellence and client-first approaches.
Key Responsibilities:
• Coordinate and prepare meetings with Advisors and clients
• Provide proactive solutions to client inquiries and requests
• Assist the Advisor team with onboarding new clients
• Manage client accounts and maintain documentation
• Follow up on trades to ensure timely settlements
Requirements:
• CIRE or CFA Level 1 certification preferred
• Strong skills in Microsoft Office Suit...
As a Client Services Associate, you will coordinate meetings, manage client inquiries, and assist in onboarding new clients. Your organizational skills will ensure that all documentation is compliant with regulations while providing proactive service to deepen client trust and satisfaction. Join a supportive team that values excellence and client-first approaches.
Key Responsibilities:
• Coordinate and prepare meetings with Advisors and clients
• Provide proactive solutions to client inquiries and requests
• Assist the Advisor team with onboarding new clients
• Manage client accounts and maintain documentation
• Follow up on trades to ensure timely settlements
Requirements:
• CIRE or CFA Level 1 certification preferred
• Strong skills in Microsoft Office Suit...