Client Service Associate

Job Description

We are looking for a highly motivated and dynamic Client Service Associate to support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. The role is fully on-site at our Place Ville Marie office.

What is the opportunity?

The Kent Group, a top-performing private portfolio management team at RBC Dominion Securities, seeks a detail-oriented, proactive professional passionate about delivering exceptional client experiences and building a career in wealth management.

What will you do?

• Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely, and solutions-oriented manner.
• Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.
• Assist in preparing client revi...