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Job Description
What is the opportunity?
This role supports our institutional clients and ensures client success through periodic engagement and exceptional service. This team is responsible for providing reactive support to a large portfolio. The incumbent is responsible for understanding and addressing the clients’ needs. They must also build strong relationships across the broader business development, operations, IT, DMO, product and other internal teams critical to the end-to-end client lifecycle. With a consultative, solutions-oriented approach; they will be expected to demonstrate initiative, energy, and superior execution in growing and maintaining their assigned relationships.
What will you do?
Fully understand client requirements and strategic direction
Take lead on all commercial and legal contract discussions / negotiations / administration
Actively take part to industry events, representing and promoting RBC I&S as a key player in the Canadian custodian landscape.
Identification of Cross Sell/Upsell Opportunities and refer where appropriate to BD team
Maintain up to date and accurate MCV client profiles including at risk, relationship status, contact and deal information
Act as the “voice of RBC I&TS” providing thought leadership and objective insights into the industry’s evolution. Influence industry practices.
Lead on Strategic Relationship Reviews Yearly/Annually
Lead and ownership of Quarterly Service Review Prep and Execution including distribution of SLS Scorecards and KPI’s
Actively stay up to date on all industry and market and product developments and updates
What do you need to succeed?
Must-have
5+ years of work experience within the Asset Servicing or Asset Management space
Experience in account management and interacting with senior level decision makers
Bachelor's degree in related field of finance or business
Advanced MS Excel, PowerPoint and Word skills are required
Requires fluency in French and English to serve our clients in the community with English speaking needs. Note: For Ontario based candidates being fluent in French is nice to have.
Nice-to-have
Ability to facilitate digital training programs for clients and experienced client-facing staff to drive adoption and productivity in both English and French
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.
Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
Opportunity to obtain hands-on experience throughout your role
Working with an exciting, close-knit, supportive & dynamic group
Opportunity to collaborate with other business segments within the bank
Excellent career development and progression opportunities
A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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