Enhance client relationships as a Client Support Associate with RBC PH&N; Investment Counsel in Kelowna. Provide superior service and administrative support to high-net-worth clients.

In this full time role, you will assist Investment Counsellors at RBC PH&N;’s Kelowna office in daily portfolio maintenance and client administration. This position requires two years of experience in the investment industry and advanced proficiency in MS Office. You will ensure accurate trade processing and manage account documentation to support high-net-worth clients effectively.

Key Responsibilities

• Identify and resolve client inquiries and administrative errors
• Support team with daily administrative tasks and responsibilities
• Ensure timely and accurate processing of trades
• Manage account openings and maintain client cash flows
• Attend client meetings and maintain accurate records

Requirements

• University d...