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Associate - Client Service Specialist

2 months ago

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

Job Summary

Job Description

What is the Opportunity?

If you want to jump into a dynamic entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced professionals in the industry, then you should definitely read on.

The Royal Bank of Canada's Private Wealth team is one of the largest and fastest growing advisor teams in the country. Our mission is to make lives better through a people-first approach to wealth management and our goal is to be the premier wealth service provider in the region to high net worth individuals by delivering a world-class investment management, wealth management, and client service experience.

The Role

The Associate - Client Service Specialist role works closely with other team members to deliver high-quality service to our new and existing clients through ongoing, creative, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross-training, leading or contributing to strategic initiatives, and supporting with capacity during urgent or peak volume periods.

Key Responsibilities

  • World-Class Primary Service Contact - First point of contact to quarterback all client inquiries and requests for your Investment Advisor's book of clients and ensure they are overly satisfied with our service levels.
  • Drive Our Contact Service Plan - Partner with the Investment Advisor and Client Experience Associate to support, manage, and track your Investment Advisor's client service plan, including direct and frequent contact with clients to understand and act on their needs.
  • Account Opening - Partner with the Associate team to execute a world-class account opening, setup, and onboarding experience in-person and digitally.
  • Account Administration - Partner with the Associate team to support and execute all day-to-day, seasonal, and ad-hoc account administration and reporting for clients to ensure all accounts are 100% compliant with internal controls and regulatory requirements and clients are receiving core reporting deliverables from our team.
  • Develop and Cross-Train Service Knowledge - Eagerly and proactively learn, develop, your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and effortlessly share your best practices with the team.
  • Promote and Support a Work Environment - Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.

Requirements

  • Must-Have
    • 3+ years as an Associate
    • Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH)
    • Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive
    • Meticulous attention to detail, strong organizational skills, and excellent time management
    • Demonstrated professionalism and ability to manage highly confidential information
    • Exceptional verbal and written communication skills - you have the ability to communicate with individuals at all levels and from various backgrounds, with confidence and grace
  • Nice-to-Have
    • Specific experience with RBC Dominion Securities and its software products
    • Experience with Sales Force or other Customer Relationship Management (CRM) software
    • Strong proficiency in video conferencing and messenger service applications (Slack, WebEx Teams, Microsoft Teams, Zoom, etc.)
    • Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc.

What's in it for you?

The Royal Bank of Canada attributes its growth and the success of its service offering on its people. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

  • Competitive base salary and variable performance bonuses
  • Comprehensive health benefits, matching employee savings programs, and participation in the RBC Pension program
  • A world-class training program in financial services
  • Competitive team and office perks including strong vacation, personal, sick, and flex day policies
  • Hybrid work environment with vibrant office culture: additional flexibility as needed to accommodate life as things come up.
  • Fun team events and social activities
  • Ability to make a difference and a lasting impact