Address
Form of workJob Summary
Job Description
What is the opportunity?
This role is accountable for overseeing day-to-day inquiries for our Transfer Agency clients as a people manager. The incumbent will lead a team dedicated to addressing and resolving client needs, ensuring excellent client experience. This position involves active collaboration with both internal and external partners. This role plays a pivotal role in fostering strong relationships to ensure effective communication and service delivery. It is essential to cultivate a culture of learning within the team, promoting exchange of insights to enhance overall performance and expertise.
What will you do?
- Responsible for "First Time right Resolution" on incoming client inquires. Ensure that client service levels (SLA) and quality standards of information provided are met or exceeded for their team
- Ensure that staff adhere to all legal and regulatory requirements in the processes for their team
- Sets direction. Responsible for all aspects of performance management for the team
- Main point of contact for escalated issues (research, recommend and implement solutions).
- Responsible for operational effectiveness for their team. Continuously looks for opportunities to improve processes to help increase overall efficiency and reduce risk
- On-going education and the development and maintenance of relationships/contacts in the Broker /Dealer network and with industry peers including internal partners
- Exhibits strong client first approach, collaboration, accountability and integrity values
- Strong Customer Service Skills - Managed a team of customer service agents/ investigation agents
What do you need to succeed?
Must-have
- Displays the importance of providing acute support to clients' with excellent client service skills
- Displays Strong team player and Collaboration Abilities - outside the box thinker
- Solid Industry Knowledge - includes mutual funds/registered products/Fundserv
- Demonstrates Excellent Leadership Skills, communication skills, and Risk management/mitigation focus
- Minimum 5/7 years' experience in Transfer Agency or financial services industry in a similar operations environment.
- Microsoft Office Products
Nice to have
- Specific knowledge: Unitrax and Wealthlink
- French is 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.
- 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
Active Learning, Adaptability, Communication, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Problem Solving, Product Services, Time ManagementAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
