Sales Operations Associate

3 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Sales Operations Associate

**What is the opportunity?**

We are expanding our Sales Operations team by adding a second Sales Operations Associate. The Sales Operations Associate is responsible for supporting our high performing RBC Global Asset Management (GAM) Sales team in the delivery of exceptional service to current or prospective Canadian financial advisors and their dealer representatives. This role will ensure that operational service issues and inquiries received from the field are researched, documented and resolved in a professional and timely manner. You will also act as a liaison between the sales team and the RBC GAM operational support groups. The development and maintenance of long-term relationships and the dedication to providing exceptional service is critical for success in this role. This full time position is accountable to the Senior Manager of Sales Operations for successful achievement of agreed upon goals and objectives, driving a high level of performance and superior Advisor experience.

**What will you do?**
- Act as a main point of contact for all service related issues from members of the RBC GAM Advisor Sales Team, National Accounts and the Investment Product Advisory team.
- Liaise directly with Advisors to understand their queries and work towards resolution.
- Liaise with internal operational groups to ensure that any issues pertaining to Advisor escalations are resolved in a timely manner.
- Manage all queries using the case management functionality in Salesforce.
- Maintain records of all correspondence on cases using our CRM system (Salesforce).
- Actively participate in regular meetings with our internal business partners to discuss any issues pertaining to the delivery of exceptional Advisor service.
- Fulfill and monitor registration requests for our on-line Advisor self-service portal; promote self-service options to Advisors.
- Manage the collection and verification of all Dealer Agreements.
- Build strong relationships across the organization.
- Develop effective internal and Advisor-facing communication material.

**What do you need to succeed?**

**Must Have**
- An extreme dedication to client focused service.
- 3-5 years’ working experience in a client service, operations or relationship management role within the financial services industry preferably in the Mutual Fund/ETF industry.
- Research and problem solving skills.
- Ability to work effectively and collaboratively in a high volume, dynamic team environment.
- Excellent verbal and written communications skills.
- The ability to work under time constraints.

**Nice to have**
- Completion of the CSC
- 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 Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-02-13-08:00

**Application Deadline**:
2023-02-27-08:00

**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.

**Join our Talent Community**

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