Address
Form of workJob Summary
•Assists other RBC Investor Services departments/teams in the resolution of Client issues in order to maximize Client experience.
Job Description
PRIMARY RESPONSIBILITIES
- Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times. Includes but is not limited to: account set-up; address changes, investor changes, redemptions, purchases, switches, non-complex NIGOs, direct trade and wire order placement and settlement
- Monitor and clear Workflow/Capture items within Service Level Agreements(SLA)
- Apply all quality control procedures
- Reconciliation and settlement of daily trades
- Daily deposits and cheque processes
- Message all accounts where unusual actions have occurred
- Audit Transactions, question procedures, suggest improvements to processes and give accurate feedback to team members to help reduce errors and ensure a high accuracy rate
- Communicate effectively with both internal and external client groups
- Work with Manager to update Desk Operating Procedures and other tasks as assigned.
- Strong technical and analytical skills in running/debugging various applications and macros.
Responsible for quality of processing / client experience for assigned client groups
- Positive impact through effective management of workflow and support of team
- Effective resolution of escalated client or process issues
Participate in client–specific process reviews and improvements, generally as assigned by Manager or Senior Manager
Job Skills
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