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Estate Settlement Specialist
2 months ago
This is a challenging opportunity for a skilled professional to join the Royal Bank of Canada team as an Estate Settlement Specialist. The successful candidate will be responsible for the successful fulfillment and servicing of Estate settlement transactions.
Key Responsibilities- Deliver Exceptional Client Service
- Focus on providing excellent service to clients, ensuring their needs are met and exceeded.
- Utilize knowledge and experience of diverse RBC products, processes, and services to deliver tailored solutions.
- Meet Performance Benchmarks
- Focus on attaining established benchmarks for complex and/or specialized client activities, transactions, and/or processes.
- Contribute to the achievement of business-specific Client Service Commitments (CSCs) and/or Service Level Agreements (SLAs).
- Ensure Process Compliance
- Ensure that processes and controls are in place and being followed.
- Analyze non-standard and/or specialized transactions to ensure accurate and timely resolution.
- Provide Professional Service
- Provide professional, attentive, and accurate service when dealing with clients and staff.
- Demonstrate commitment to taking ownership and accountability at first point of contact and ensuring appropriate escalation as required.
- Must-Have
- Bilingualism (English and French) required, as you will regularly interact with partners across Canada.
- Completion of a Post-Secondary Degree or Diploma program.
- Strong background with the use of Windows-based computer applications, such as Word and Excel, combined with accurate keyboarding skills.
- Proven analytical mindset and problem-solving skills.
- Demonstrate ability to adapt to an ever-changing environment.
- Maintain a detail-oriented approach while working in a high-volume environment.
- Nice to Have
- Knowledge of Registered products.
- Knowledge of Unitrax system.
- Experience working with Estate Management System, CART, RBIS, Application Launch Pad, On Demand, Service Platform, Sales Platform.
- Total Rewards Program
- A comprehensive Total Rewards Program that includes competitive compensation and benefits.
- Leadership and Development
- Leaders who support your development and growth within the organization.
- Collaborative Team Environment
- Work in a dynamic, collaborative, progressive, and high-performing team environment.
- Opportunities for Advancement
- Opportunity to take on progressively greater accountabilities and responsibilities.
