Royal Bank of Canada
Job title:
Trade Service Representative
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?In this position, you will be accountable for providing high quality client service to an assigned group of fee or non-fee paying clients, through the management of day-to-day account activity, ensuring that client service is a priority when dealing with and responding to day-to-day queries and requests. You will ensure a superior level of service is maintained at all times, share knowledge of pending issues and escalates items where necessary to the line manager or the relevant Client Managers (CM). Working in collaboration with Client Managers and other groups within Client Services and Operations, you will promptly resolve queries and assist in the development of solutions to address clients’ needs and or issues. In addition, you will be accountable for ensuring all risk management and compliance policies are adhered to.What will you do?
- Resolve Security Trade Settlement queries; liaise with Fund Managers and internal business units
- Provide a high level of client service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with established Service Level Standards. Respond to specific Client/Fund Manager requests received via email, and telephone.
- Resolve and investigate all responses to queries, 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 and ensure all issues are logged on the internal query tracking tools for proper resolution.
- Advise Manager of all significant issues, suggest resolution where possible and escalate to the CSM as appropriate.
- Ensure all queries raised by Fund Managers, Clients and operational areas are responded to within time frames.
What do you need to succeed?Must-have
- University degree in business administration, finance or equivalent
- Minimum of three years’ experience in Financial services industry (Global Custody/Investment Management/Fund Administration/Transfer Agency, or other relevant Financial Services experience)
- Strong verbal and written communication skills
Nice-to-have
- Familiarity with Investor Services systems & platforms
- Recognized financial industry qualifications (i.e. Canadian securities course or IFIC)
- Experience in client service roles
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 RBC 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 bankExcellent career development and progression opportunities * A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills Accountability, Active Learning, Adaptability, Client Relationship Management, Communication, Critical Thinking, Customer Service, Detail-Oriented, Finance Industry, Financial Products, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Management, Product Services, Quick Thinking, Researching, Risk Management, Service Industries, Teamwork, Trade ServicesAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-06-11Application Deadline: 2024-06-18Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .
Expected salary
Location
Toronto, ON
Job date
Thu, 13 Jun 2024 04:02:41 GMT
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