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Associate - Client Service Specialist

1 month ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?
We are seeking a highly skilled and motivated Associate to join our team at the Royal Bank of Canada. As an Associate, you will play a critical role in providing exceptional client service and support to our Investment Advisors.

You will be responsible for coordinating meetings, providing proactive client service, and responding to client inquiries. Your strong communication skills and attention to detail will enable you to build strong relationships with clients and internal stakeholders.

What will you do?

• Coordinate and prepare meetings for Investment Advisors with clients and prospects.

• Provide proactive client service, focusing on problem resolution and attention to detail. Liaise with various departments for execution, as needed.

• Respond to client inquiries, including account transactions, tax receipts, account reporting, and other requests.

• Assist with client onboarding and manage incoming communications from clients, Advisors, and internal partners.

• Maintain existing client accounts, identify opportunities to contact clients, and manage timelines and key dates for accounts.

• Ensure accurate and timely updates of all necessary documentation, in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

• Help update team communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.

What do you need to succeed?
Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), completed or working towards completion

• Strong Microsoft Office Suite skills

• High level of time management and organization skills

• Demonstrated skills in providing world-class client service, professional, warm, and friendly to our clients

• Exceptional verbal and written communication skills in English

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures

• Experience in the securities industry is an asset

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 Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

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.
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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.

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