Shareholder Services Client Manager

1 week ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Job Summary

What is the opportunity?
In this role, you will be responsible for managing and maintaining relationships with clients within Shareholder Services (SHS). You will be the key point of contact for Fund Manager's for SHS related operational escalations and inquiries.

You will be a key influencer in the Clients Service Review Scoring for Shareholder Services though efforts to enhance clients' experience.

In addition, you will take a team lead responsibility within the team mentoring and providing training to the Senior Client Representatives; and, other duties as assigned.


What will you do?

  • Develop and maintain relationships with primary contacts within assigned client organizations on behalf of Shareholder Services and provide exceptional service contributing to the business goal of achieving a service score of 4 or higher in Service Level reviews and Client Surveys
  • Act as exclusive SHS resource for Clients and their respective Client Managers and contribute to the retention of the existing Client base through effective client issue resolution
  • Ensure through regular contact and participation in Client meetings that the Shareholder Services daytoday operational model is in tune with the Clients' objectives and participate in internal client meetings representing Shareholder Services
  • Develop a detailed understanding of clients' businesses to ensure SHS interacts with the clients operations effectively
  • Act as the escalation point for complex client issues by providing clients with a key point of contact to resolve issues and ensure that clients receive regular updates on the progress of issue resolution
  • Acts as direct liaison point between operational teams within Shareholder Services to resolve daily operational issues and as go between for Clients and Shareholder Services operational layer per SLA
  • Manage all Shareholder Services communications to clients and internal customers on issue resolutions and identify opportunities for improvement s in internal/client operations and offer recommended
  • Ensure the client adheres to all operational and performance procedures and advise clients of industry standards and regulatory requirements and potential risks of noncompliance

What do you need to succeed?

Must-have

  • Postsecondary education, plus 2+ years' work experience in the investment industry (i.e., high level understanding of Fund Services and understanding of investment industry and client requirements
  • Strong verbal and written communication skills, with client management skills and exceptional client service skills
  • In depth knowledge of internal Shareholder services processes and procedures
  • Understanding of risk assessment related SHS business and industry standards
  • Knowledge of mutual fund industry and standards, segregated funds, hedge funds etc.
  • Solid understanding of Risk Management & Compliance requirements relating to KYC & AML

Nice-to-have

  • Completed or in process of obtaining IFIC

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 handson experience throughout your role
  • Working with an exciting, closeknit, 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, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

Address:

RBC CENTRE, 155

WELLINGTON ST W:

TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

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.


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.

  • Manager, Shareholder Advocacy

    1 week ago

    Toronto, Ontario, Canada SHARE—Shareholder Association for Research and Education Full time

    Title: Manager, Shareholder Advocacy Status: Full-time, Permanent, Unionized Reports to: Associate Director, Shareholder Advocacy Location: Vancouver, BC or Toronto, ON (hybrid work arrangemen

  • Sustainability Advisor- Manager

    1 week ago

    Toronto, Ontario, Canada Institutional Shareholder Services Full time

    ISS Corporate Solutions (ICS) help companies design and manage their corporate governance, executive compensation, and sustainability programs to align with company goals, reduce risk, and manage the needs of a diverse shareholder base by delivering best-in-class data, tools, and advisory services. Every day, more publicly traded companies are developing and...

  • Polish Research Analyst

    1 week ago

    Toronto, Ontario, Canada Institutional Shareholder Services Full time

    Each year, institutional investors such as mutual funds and pension funds vote on key governance issues at their portfolio companies. These include the election of directors, ratification of auditors, and votes on executive compensation plans, mergers, and financings. For over 30 years, Institutional Shareholder Services (ISS) has been the leading provider...

  • Sustainability Advisor

    1 week ago

    Toronto, Ontario, Canada Institutional Shareholder Services Full time

    Companies increasingly focus on refining their disclosures and management practices around their environmental and social practices, impacts, and risks. Boards and executive teams seek expert guidance on industry norms and best practices, stakeholder expectations, reporting standards and frameworks, and a better understanding of prevailing ESG ratings, such...

  • Associate, Shareholder Advisory

    1 week ago

    Toronto, Ontario, Canada TMX Group Limited Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Client Manager, Investor Solutions

    1 week ago

    Toronto, Ontario, Canada TMX Full time

    Venture outside the ordinary - TMX CareersThe TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Client Manager, Investor Solutions

    1 week ago

    Toronto, Ontario, Canada TMX Investor Solutions Inc. Full time

    Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action,...

  • Manager, Client Services

    1 week ago

    Toronto, Ontario, Canada Lumenus Community Services Full time

    Manager, Client Services (Community Based Mental Health)LOCATION:Toronto, ONPOSITION TYPE:Full-Time Fixed Term (37.5 hours/week; 3-year contract)POSTING CLOSING DATE:February 16, 2024We are hiring a Manager for our Community Based Mental Health programs.You will provide oversight for staff working in community based mental health services working with...

  • Manager Client Services Ii

    1 week ago

    Toronto, Ontario, Canada TD Bank Full time

    404671BRWealth ManagementToronto, ONMarch 29, 2023Company OverviewDepartment OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.TD Private Investment Advice offers clients the chance to create one-on-one...

  • Client Relations Manager

    1 week ago

    Toronto, Ontario, Canada Newsfile Corp Full time

    Employment Type - Full time, RemoteHours - 9 am to 5 pm PSTTerritory - Western CanadaNewsfile Corp, an established one stop compliance solution for public companies, is seeking a full time Client Relations Manager (CRM).Job Summary:A successful CRM thrives on managing requests and inquiries from multiple clients, is a client-focused problem-solver and enjoys...

  • Coordinator, Client Administration

    1 week ago

    Toronto, Ontario, Canada Gluskin Sheff Full time

    ABOUT ONEX:Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our clients and shareholders. Onex became a public company in 1987 and is listed on the Toronto Stock Exchange under the symbol ONEX.Onex has $48.4 billion in...

  • Financial Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Scarborough, ON time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors to help high value clients...

  • Financial Client Services Specialist

    1 week ago

    Toronto, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Associate page is loaded Financial Services Associate Apply locations Toronto, ON time type Full time posted on Posted 6 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Imperial Service Team, you'll partner with Financial Advisors to help high value clients secure their...

  • Client Support Manager

    1 week ago

    Toronto, Ontario, Canada Kearns Insurance Corporation Full time

    About usKearns Insurance Corporation is a boutique insurance marketing firm in downtown Toronto specializing in employee and executive benefits, funding shareholder agreements and sophisticated planning for successful Canadians.Our company is looking for a Client Support Manager to join our team.Responsibilities: Monitor and assist in managing Early Term...

  • Client Service, Officer

    3 days ago

    Toronto, Ontario, Canada State Street Full time

    Why this Job is important to us State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets...

  • Head of Client Service Delivery Management

    1 week ago

    Toronto, Ontario, Canada Tata Consultancy Services Full time

    TCS has been recognized as a Global Top Employer by the Top Employers Institute - one of only eight companies worldwide to have achieved this status. Our organizational structure is domain-led and designed to offer businesses a single window into industry-specific solutions. Our agile industry units have embedded capabilities to enable rapid responses that...

  • Enterprise Regional Sales Manager

    1 week ago

    Toronto, Ontario, Canada Radware Bot Manager Full time

    Enterprise Regional Sales Manager - Toronto What is the job: Prospect for new accounts across all verticals of Financial, Ecommerce, EDU, Gaming and Enterprise Farm the regional base of active customers upselling and crossselling. Manage accounts to maintain a strong relationship with Radware and to keep them constantly appraised of Radware capabilities...

  • Associate, Client Services

    1 week ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Spanish Bilingual Client Care Representative

    1 week ago

    Toronto, Ontario, Canada Kingsdale Advisors Full time

    About Kingsdale Advisors:With offices in Toronto, Calgary, and New York, Kingsdale Advisors is the leading shareholder services and advisory firm, having acted on the largest and most high-profile proxy fights and transactions. Since 2003, public companies across North America have looked to the expertise of Kingsdale Advisors to help them reach out to...

  • Senior Manager, Content Management Services

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Title: Senior Manager, Wealth Management Taxation Senior Manager, Wealth Management Taxation The Senior Manager, Wealth Management Taxation plays a key role in supporting...