Wealth Concierge Client Service Coordinator
RBC
Support high-net-worth clients in Toronto through concierge service, wealth planning coordination, and precise administrative follow-up at RBC PH&N Investment Counsel.
As Wealth Concierge, you will support established Investment Counsellors and valued clients within RBC PH&N IC. The full-time position requires client service, coordination, attention to detail, and problem resolution. You will work with internal partners and wealth management specialists supporting discretionary investment management relationships.
Key Responsibilities:
- Respond to client inquiries and update client files
- Prepare annual review and wealth planning meeting materials
- Review financial, estate, insurance, and will information
- Update Wealth Planning items in SalesForce
- Coordinate documents, appointments, questionnaires, follow-ups, and client transactions
Requirements:
- Minimum two years’ similar investment or wealth industry experience
- Experience supporting advisory teams and high-value client relationships
- University degree and completed Canadian Securities Course
- CFP or PFP designation, or progress toward either
- Strong communication, prioritization, detail, and advanced Microsoft Office skills
Bring wealth management coordination, client service, and detailed follow-through to Investment Counsellors and clients at RBC PH&N IC.
#J-18808-LjbffrVacancy posted 5 hours ago
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