Advisor Concierge Efficiency Solutions Associate
4 months ago
**Job Summary**
**What is the opportunity?**
As the team evolves, you will be open to managing other types of accounts and processes outside of Estates.
**What will you do?**
- Create timely estate summaries to guide Associates on next steps
- Provide clarification and guidance verbally and in writing
- Follow up on cases including missing documentation and Ops fulfillment
- Stay current on new rules and process while also looking for opportunities to streamline the process and remain curious to find innovative ways to do old things.
- Proactively identifies and monitors service quality performance gaps/trends against established SLA standards.
- Analyzes root cause and recommends solutions/action plan.
- Provides advice and counsel for service quality efficiency, effectiveness and client care opportunities.
- Support the implementation of change process of business strategies, evolving interdependencies related to service quality, problem resolution and related initiatives with field impact or specific to the group.
- Develop and enhance relationships with Service Partners to enhance interdependency performance, ensuring equitable balance between service efficiency and effectiveness and the client experience.
- Participate in cross-functional initiatives within Wealth Management, acting in a consultative capacity as required for the department manager
**Must haves**
- Ability to communicate (verbal & written) in both English & French and partner effectively with Front Office professionals (Investment Advisors, Investment Counsellors Branch Administrators, and Branch Managers) to research/resolve matters.
- Exceptional relationship management and analytical skills.
- Attention to detail and organization skills
- Proficiency in MS Excel and other MS programs
- Knowledge/ willingness to learn Wealth Management procedure and controls
- Ability to work under pressure and meet tight deadlines
- Ability to adapt quickly and multi-task
**Nice-to-haves**
WMC Field Experience
Expertise with RBC Wealth Management systems and forms
**What’s in it for you?**
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
**Job Skills**
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
**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**:
2024-08-23
**Application Deadline**:
2024-09-07
**I**nclusion** 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.
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