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Added 1 hour ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 1 hour ago
RD
Associate Advisor
RBC Dominion Securities
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- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
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- Full-time
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RBC Dominion Securities

Client Experience Associate

Surrey, BC, Canada

The expected base salary range for this position is $38,000 - $47,000. · Full-time

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Job details

Pay: The expected base salary range for this position is $38,000 - $47,000.
Job type: Full-time
Apply by: Oct 16, 2026
Experience: Minimum of 2 years of client service experience
Posting language: English
Posted: Oct 2, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.

What will you do?

Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
Coordinate and prepare meetings for Advisors with their clients/prospects.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

Strong Microsoft Office Suite skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English
Minimum of 2 years of client service experience
Impeccable attention to detail

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures, an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial service

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $47,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 0.5x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Client Relationship Management, Collaboration, Microsoft Office, Time Management, Wealth Management, Written Communication

Additional Job Details

Address:

2626 CROYDON DR:SURREY

City:

Surrey

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-10

Application Deadline:

2026-10-16

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

Deliver concierge-level service to clients throughout onboarding and ongoing contact, coordinate advisor-client meetings, and manage communications with clients and internal and external partners. Maintain client accounts, documentation, files, and key dates in compliance with regulatory requirements, while supporting wealth management activities and updating team communication channels.

Requirements

Candidates must have strong Microsoft Office skills, at least two years of client service experience, excellent English communication skills, and impeccable attention to detail. Professional, warm client service is essential; familiarity with RBC Dominion Securities systems and procedures is an asset.

Skills

Microsoft Office
Client Service
Verbal Communication
Written Communication
Attention To Detail
Time Management
Wealth Management
Meeting Coordination
Account Maintenance
Regulatory Compliance
Documentation Management
Collaboration
Social Media Management

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options
Coaching And Development Opportunities
Training Program

Visa sponsorship

Not detected in the job text

Keywords

Client Service
Client Experience
Wealth Management
Microsoft Office
Onboarding
Meeting Coordination
Client Communications
Account Maintenance
Regulatory Compliance
Internal Controls
Client Documentation
Client Files
Advisor Support
Wealth Management Activities
Audit
Time Management
Written Communication
Verbal Communication
LinkedIn
Facebook
Websites
Brochures
Newsletters
RBC Dominion Securities

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