Senior Trade Services Representative
Found in: beBee jobs CA - 1 week ago
Job Summary
Job Description
What is the opportunity?
In this position, you will be accountable for providing high quality client service to an assigned group of Investment Managers, 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 Investment Managers and internal business units
- Provide a high level of client service by responding promptly and accurately to daily queries from In and requests from Investment Managers regarding the trade activity of accounts managed, in accordance with established Service Level Standards. Respond to requests received via email and telephone.
- Resolve and or investigate all responses to queries, researching further information as appropriate and dealing directly with the Investment manager 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 in a timely manner, suggest resolution where possible and escalate to the Client Manager as appropriate.
- Ensure all queries raised by Investment Managers, and operational areas are responded to within time frames.
- Responsible to handle confidential and time sensitive material
- Anticipate issues and proactively work to address concerns before they escalate.
- Ensure that up-to-date desk operating procedures are maintained and accessible to team members and specific daily administrative procedures are clearly documented.
- Distribute daily trade, transactional, and client reporting, cognizant of organizational standards and client privacy.
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)
- Experience with Security Trade Settlement
- Experience in client service roles in Financial Sector
Nice-to-have
- Familiarity with Investor Services systems & platforms
- Recognized financial industry qualifications (i.e. Canadian securities course or 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
- 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
Account Administration, Active Learning, Adaptability, Administrative Procedures, Canadian Securities, Client Relationship Management, Client Reporting, Communication, Customer Service, Detail-Oriented, Finance Industry, Financial Products, Financial Services Industry, Global Custody, Group Problem Solving, Interpersonal Relationship Management, Investment Management, Investments, Problem Resolution, Product Services, Researching, Standard Operating Procedure (SOP), Teamwork, Trade Services, Trade SettlementAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted 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.
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 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.
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
-
Manager, Brand Marketing
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Trade Desk Full timeThe Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We value the...
-
Senior Economic Officer, Singapore
Found in: beBee jobs CA - 5 days ago
Toronto, Ontario, Canada Ombudsman Ontario Full timeEffective April 1, 2024 the salary range for this position is $100,293$ to $141,361 per year in compliance with AMAPCEO collective agreement provisions. The new rates, effective retroactive to April 1, 2024, were recently confirmed and dates for implementation of the new salary rates are still to be determined.With offices in Europe, Asia and the Americas,...
-
Senior Compliance Associate
Found in: Adzuna CA C2 - 1 week ago
Toronto, Ontario, Ontario, Canada Webull Securities Limited Full timeWebull Canada – Toronto Senior Compliance Associate Webull Securities (Canada) Ltd (Webull Canada) will provide a mobile first Order Execution Only retail investing platform. We are looking for a talented financial service Compliance professional in the Toronto area to be part of our growing team. Reporting to the CCO of Webull Canada the Senior...
-
Risk & Trading: Player Analytics
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada theScore Full timetheScore, a wholly-owned subsidiary of PENN Entertainment , empowers millions of sports fans through its digital media and sports betting products. Its media app 'theScore' is one of the most popular in North America, delivering fans highly personalized live scores, news, stats, and betting information from their favorite teams, leagues, and players....
-
Senior Analyst, Procurement
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Home and Community Care Support Services Full timeCARE AND BE CARED FOR - THIS IS YOUR HOME Are you a skilled procurement professional that strives for excellence and quality to create optimal value for the organization? Do you enjoy the challenge of leading large complex procurement initiatives? Are you passionate about exceptional health care and driven by a desire to help others? If so, take a look at...
-
Senior Project Engineer
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Ombudsman Ontario Full timeIf you are a professional engineer who relishes the idea of taking a lead role in managing the delivery of large and complex highway construction projects, consider joining our team in the Design and Engineering Branch.OPS Commitment to Diversity, Inclusion, Accessibility, and Anti-Racism:We are committed to build a workforce that reflects the communities...
-
Spécialiste senior trading électronique FIX
Found in: Adzuna CA C2 - 2 days ago
Toronto, ON, C6A, Ontario, Canada Banque Nationale Full timeCe poste soutient la négociation électronique et la tenue de marché à Banque Nationale Groupe financier. En tant que spécialiste senior trading électronique FIX / directeur tu travailles avec nos développeurs, traders et experts en technologie pour mettre en œuvre, tester et fournir en permanence de nouvelles fonctionnalités et de nouveaux produits...
-
Director, Architect
Found in: Adzuna CA C2 - 20 hours ago
Toronto, ON, C6A, Ontario, Canada Maroline Inc. Full timeMaroline is currently seeking a Director of Architect and Designer Trade Sales. As a key player in our dynamic team, your creativity and strategic thinking will shine as you collaborate with architects, designers, and key stakeholders as you launch our Trade Specifier program. Your responsibilities will include showcasing Maroline's exceptional products...
-
Senior Product Owner
Found in: Adzuna CA C2 - 20 hours ago
Toronto, ON, C6A, Ontario, Canada Nexus Systems Group Full timeSenior Product OwnerOur client is looking for a Senior Product Owner, Capital MarketsCore Competencies :AgileCapital Markets / Trading (business and technology side)Process Improvement and optimization.Business Strategy.Financial & Risk Management.Product Management.Customer centricity.Product Development.Product Value Proposition and Go-to-Market Assets...
-
Senior Estimator
Found in: beBee jobs CA - 5 days ago
Toronto, Ontario, Canada MARANT Construction Limited Full timeSalary: MARANT Construction Limited We are a leader in the commercial interior office construction industry for over 20 years. With offices located in Toronto, Ottawa, and Kitchener-Waterloo, MARANT provides a full range of construction management and general contracting consulting services to corporations that are building office environments for the...
-
Senior Manager, Capital Markets Surveillance
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?You will be part of the RBC Compliance Surveillance Team, which is a core, global, second line-of-defense function within Compliance that works closely with the first-line and the third-line (Internal Audit) and other second-line functions as part of an integrated controls framework. It performs routine...
-
Resisto Sales Representative
Found in: Adzuna CA C2 - 2 days ago
Toronto, ON, C6A, Ontario, Canada Soprema inc. Full timeThe sales representative is responsible for the sales of the Resisto division in his or her territory. The responsibilities will include prospecting new customers, training and maintaining existing customers. The representative must ensure that he or she meets the sales and profit targets set by his or her supervisor. Develop and maintain good business...
-
Senior Manager, Commercial Management
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Ontario Power Generation Full timeReq ID: 45670Status: Regular, Full-time (Hybrid) Working Conditions: Hybrid Education Level: Degree in Law, Business, Engineering, or equivalent.Location: OPG's Oshawa Headquarters, with possibility to consider OPG's Downtown Toronto office until summer 2025Shifts(s): Days Travel: Yes - 20% Deadline to Apply: April 10, 2024 Electrify your career and help...
-
Senior Clinical Program Director
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Providence Health Care Full timeSenior Clinical Program Director - Primary & Community Care (Job ID: 4269)As an integral member of Unity Health Toronto's senior leadership team, the primary role of the Senior Clinical Program Director is to provide exemplary leadership, management, and strategic guidance to the Primary & Community Care Program. Ensuring excellence in the provision of...
-
Senior Financial Analyst
Found in: beBee jobs CA - 4 days ago
Toronto, Ontario, Canada Annualytix Financial Services Inc. Full timeAnnualytix Financial Services Inc. is a company dedicated to design, develop and implement the Financial Plan for individuals, families and business owners. We provide the best possible custom designed financial solutions for you, your family and your business. We give you the best rate guarantee for qualifying clients. We have the experience to ensure their...
-
Senior Associate, Fund Finance
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Robert Walters Full timeA leading Private Equity firm in Toronto is seeking a Senior Associate, Fund Finance to join their growing and high-performing team. Reporting to the Director, Finance, the Senior Associate will be part of a global team that invests capital on behalf of shareholders and clients across the globe. This role offers the chance to work with a diverse range of...
-
Business Development Representative
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Hero Care Full timeWE ARE HIRING Business Development Representative Hero Care is a rapidly growing healthcare technology company that specializes in providing SaaS healthcare staffing solutions to connect healthcare professionals and institutions. We have an exceptional track record in offering our contract and travel nurses a range of exciting and positive working...
-
Financial Reporting/Alternatives Investments, Senior Associate
Found in: beBee jobs CA - 2 weeks ago
Toronto, Ontario, Canada State Street Full timeWho we are looking forResponsible for preparing and analyzing/reviewing interim and annual financial statements in accordance with relevant GAAP requirements for alternative investments (hedge, private equity, exchange and real estate) funds.Why this role is important to usThe team you will be joining is a part of State Street Global Services (SSGS). SSGS...
-
Senior Rock Mechanics Specialist
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Newmont Full timeWorkplace Type: Onsite Newmont is the world's leading gold company and a producer of copper, silver, zinc and lead. The Company's world-class portfolio of assets, prospects and talent is anchored in favorable mining jurisdictions in North America, South America, Australia and Africa. Newmont is the only gold producer listed in the S&P 500 Index and is...
-
Customer Service Data Entry Assistant
Found in: beBee jobs CA - 1 week ago
Toronto, Ontario, Canada Cintas Full timeRequisition Number: 169679Job DescriptionCintas is seeking a Customer Service Data Entry Assistant. Responsibilities include batching orders; keying orders; answering general mail box phone calls; providing order assistance to sales representatives.Skills/QualificationsRequired High School Diploma/GED Minimum 1 year phone and/or face-to-face customer...