Royal Bank of Canada
Job title:
Associate, Private Trading Office
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?
Private Trading Office (PTO) is a multi-billion dollar business within RBC Dominion Securities (DS), offering bespoke trading services to Ultra High Net Worth clients (UHNW). Aligned with the Enterprise Strategic Client Group (ESC), the Private Trading Office focuses mainly on servicing the complex needs of high value clients of strategic importance to RBC and the UHNW client segment.
We are located in Toronto ON and looking for an experienced Associate to join our growing team to assist in managing all aspects of the day to day operations, service client accounts, and related compliance matters. The successful candidate should be fully licensed and have relevant experience in the brokerage industry. Please visit http://www.rbcds.com for more information.What will you do?Responsible for client onboarding (new account opening and documentation), service client accounts on daily requests, and providing exceptional client service.Engage with Advisors, Private Bankers, Enterprise Strategic Client Group and others across RBC on client onboarding, AML/KYC related, or other client requests.Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.Provide proactive client service with a focus on problem resolution and attention to details. Liaise with back office, operations, compliance and other functional groups to address client requests, escalate and resolve issues, as well as implement processes and bespoke client solutionsProvide assistance and support on other business and client related requests, as well as other administrative tasks / ad hoc assignments as required.Follow up on client trades to ensure proper settlement and delivery, as well, process trade-aways for client accounts.What do you need to succeed?Must HaveMinimum 3-5 years’ experience in a branch brokerage environmentCSC, CPH requiredStrong experience with RBC DS products and services, technology & applications, compliance procedures, operations, and organizational awarenessExcellent communication skills, outstanding client service, professionalism; positive and a ‘can do’ attitudeExceptional organizational skills, analytical and time management skills, with the ability to manage complexity and shifting prioritiesSuperior attention to detail and accuracyTakes initiative, resilient, with ability to navigate the organization effectively to solve complex problems with a drive for business and passion for clients. Highly collaborative and self-sufficient with ability to work well in team setting and solve issues independentlyNice to HaveOther brokerage related licensing is an assetCompliance experienceWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workJob Skills Adaptability, Banking Products, Branch Banking, Communication, Cross-Selling, Customer Interactions, Customer Needs, Problem Management, Teller OperationsAdditional Job DetailsAddress: ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-05-03Application Deadline: 2024-05-18Inclusion 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
Sun, 05 May 2024 01:39:16 GMT
To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.