Associate - Client Service Representative

7 days ago

Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

The Royal Bank of Canada is currently seeking an Associate to join a well-established team in the financial services industry. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

Key Responsibilities

  • Responsible for the professional servicing of incoming client contacts, including responding to client inquiries and resolving issues in a timely and professional manner.
  • Support the Investment Advisor in general administrative duties in the management of client accounts, including data entry, record-keeping, and other administrative tasks.
  • Support the Investment Advisor in the preparation of client reviews and presentations, including researching and gathering information, and preparing reports and presentations.
  • Request information and documentation from clients in order to open accounts and keep client files up to date.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Monitor all pending transfers to ensure completion on a timely basis.

Requirements

Must-have

  • Related experience in customer service and professional setting.
  • Excellent communication skills, both verbal and written.
  • Proficiency with Microsoft Office Suite.
  • Progressive in pursuing education, building your skills and professional experience.
  • Accuracy, attention to detail, and organizational skill.

Nice-to-have

  • Post-secondary education (college or university).
  • Certified in a relevant field (e.g. CSC, CPH).
  • Relevant experience in the financial sector and knowledge of daily market development.
  • Enthusiastic, committed, and entrepreneurial spirit.

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.
  • A world-class training program in financial services.

Job Skills

Account Management, Customer Service, Decision Making, Detail-Oriented, Financial Regulation, Group Problem Solving, Highly Resourceful, Interpersonal Relationships, Investment Risk Management, Self-Starter, Teamwork, Time Management

Additional Job Details

Job Type:

Full time

Pay Type:

Salaried

Platform:

WEALTH MANAGEMENT

Employment Type:

Regular

Work hours/week:

37.5

Country:

Canada

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