Associate Director, Strategic Client Services

Job title:

Associate Director, Strategic Client Services

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?Reporting to the Director, Strategic Client Services, this role will be primarily responsible for:

• Relationship management of a select qualifying portfolio of Strategic Client Services accounts. ($100MM+)
• Providing technical and advisory support to strategic clients
• Providing an enhanced and exceptional client experience to strategic clients
• Responsible for providing and/or coordinating technical, legal and tax expertise and managing fiduciary, legal and reputational risk for the business.
• Project management and oversight of select portfolio of Strategic Client accounts
• Supporting the regional markets with new business opportunity resources and advisory services for strategic clients (proposals, fees, business acceptance suitability etc.)

What will you do?Employee Capability and Engagement

• Mentor and guide regional administration teams to ensure exceptional client servicing and support through account duration of Strategic Client files.
• Continuously seeks opportunities to enhance the end user client experience, actively seeks feedback, engages and gains the buy in of key stakeholders and effectively communicates to target audiences.
• Demonstrate personal commitment to ongoing development and commitment to ensuring skills/knowledge/accreditations are up to date and meet position requirements.

Client Experience

• Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions for Ultra High Net Worth and Enterprise Strategic clients as lead relationship manager and advisor on the Strategic Client Services team
• Seek out and develop customized proactive client contact strategies including client appreciation events (ie: golf tournaments, sporting events, etc.) for each client to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management (RBCWM) and RBC Group of Companies through ongoing client discovery
• Works in partnership with other business units and colleagues to ensure a seamless experience for shared client

Operational and Risk Management

• Oversight and project management of complex UHNW accounts to minimize operational and reputational risk for the business
• Mitigation of legal and fiduciary risk through provision of advisory support to the regions on UHNW opportunities as well as through coordination of internal and external advice on complex UHNW accounts

Accelerating Business Results

• Develop and maintain centers of influence and internal RBC partnerships to drive referrals and new client acquisition.
• Accelerating business results through relationship building and through excellence in execution and client and COI direct referrals.

What do you need to succeed?Must Have

• 10+ years in estate and trust administration or LL.B with minimum 5 years experience in estates and trust administration.
• STEP (TEP) designation
• Experience in sales or relationship management role working with high net worth clients (families)
• Bachelor’s Degree (or equivalent)
• High degree of PC literacy and fully proficient in all Microsoft Office applications (Word, Excel, PowerPoint)
• Knowledge of fundamental Canadian estates and trusts law principles and general understanding of tax issues impacting the administration of estates and trusts

Nice to Have

• Project Management skills/experience
• Knowledge of Private Company taxation and post mortem planning
• Bilingual (English/French)

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

Job Skills Client Relationship Management, English-French, Legal Practices, Multi-Level Communication, Project Management, Risk Management, StrategicAdditional 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: 2024-04-03Application Deadline: 2024-04-17Inclusion 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

Fri, 05 Apr 2024 05:12:44 GMT

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