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Job Description
What is the opportunity?
This role is responsible to provide top quality client service to an assigned group of foreign insurance, domestic insurance and offshore banking clients at RBC Investor Services (IS) by dealing with and responding to custody related queries and requests. The role will provide a positive client experience through successful completion of all day-to-day account activities while maintaining and strengthening partnerships with clients, addressing their needs and creating value. In addition, the Client Representative is accountable for ensuring all risk management and compliance policies specific to the position are adhered to. client/market demand, and drive a data-oriented product management culture across the business.
What will you do?
- Respond promptly and accurately to daily client queries and requests within SLA
- Investigate and resolve all responses, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.
- Anticipate issues and proactively work to address concerns before they escalate.
- Process day-to-day free asset transfers (non-transitions related)
- Ensure all issues are logged on MCV as cases or quick hits.
- Advise Manager of all significant issues, suggesting ways to resolve
- Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of clients' issues.
- Research and follow-up on overdraft positions on a daily basis
- Manage and complete various components of the audit request (i.e. financial statement, cash flow activity analysis/explanations)
- Process and validate On-line & Manual Interest Adjustments.
What do you need to succeed?
Must-have
- 3+ years of relevant work experience in the financial industry
- Industry related courses
- Client service experience
- Proven track record in managing cross-functional relationships
Nice-to-have
- University or college degree
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
Job Skills
Accounting Finance, Financial Instruments, Financial Statement Analysis, Investment Management, Investment Operations, Investment Reporting, Operational Delivery, Performance Management (PM), Resource CoordinationAdditional Job Details
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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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