What is the opportunity?
This role is responsible to provide top quality client service to an assigned group of Canadian pension plan clients through the effective administration of the cash and settled assets in their accounts. The role will support day-to-day account activities while supporting the client manager in maintaining and strengthening partnerships with clients, addressing their needs, creating value and minimizing risk.
What will you do?
- Investigate and resolve all responses, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.
- Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of clients’ issues.
- Complete overdraft reversal form (for all platforms) for Transaction Management, Pooled Fund Group and Client Onboarding, and submit to Senior Management for approval.
- Prepares day-to-day free asset transfers (non-transitions related)
- Respond promptly and accurately to daily client queries and requests within SLA
- Anticipate issues and proactively work to address concerns before they escalate.
- Ensure all issues are logged on MCV as cases
- Advise Manager of all significant issues, suggesting ways to resolve
- Research and follow-up on overdraft positions on a daily basis
- Develop an understanding of assigned clients and their unique requirements, processes and structures in order to provide superior, proactive service
What do you need to succeed?
Must-have
- 3+ years of relevant work experience in the financial industry
- Client service experience
- Proven track record in managing cross-functional relationships
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
- 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, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services
Additional Job Details
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
TORONTO
Canada
37.5
Full time
Wealth Management
Regular
Salaried
2024-03-05
2024-03-13
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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