Strategic Relationship Manager for Financial Institutions

3 days ago


Toronto, Ontario, Canada RBC Investor Services Trust Full time
Job Description

We are seeking a highly skilled Strategic Relationship Manager to join our team at RBC Investor Services Trust.

About the Opportunity

This is a unique chance to leverage your exceptional communication and relationship-building skills to foster strong connections with external Broker / Dealer and Intermediary communities. As a key contact, you will be responsible for investigating and responding to inquiries related to trade processing and settlement, ensuring seamless operations between clients and our organization.

Main Responsibilities:
  • Investigate and respond to client inquiries received through various channels.
  • Maintain accurate records of dealer and intermediary setups on our systems.
  • Identify and resolve Fundserv file and trade issues across all clients.
  • Perform commission and trailer fee reconciliations.
  • Develop and maintain relationships to deliver high-quality service delivery to clients and partners through regular communication and meetings.
  • Educate dealers on industry standards and requirements.
  • Represent Dealer Relations in operational meetings and client launches.
  • Create and distribute Fund Information Sheets.
  • Communicate and disseminate information using Fundserv's Fund Company Bulletin mailing service and targeted emails.
  • Mentor and assist team members in problem resolution.
  • Continuously improve processes to enhance efficiency and reduce risk.
Requirements:
  • 4+ years of relevant work experience within the financial industry.
  • Mutual Fund Back Office or Dealer Back office Operational experience.
  • Exceptional knowledge of Mutual Funds, Hedge Funds, and Segregated Funds.
  • Strong communication and client relation skills.
  • Strong organizational and prioritization skills.
  • Knowledge of the Investment fund Industry and Fundserv distribution network.
What We Offer:
  • A competitive salary estimated to be around $80,000-$110,000 per year, depending on qualifications and experience.
  • An excellent benefits package, including bonuses and flexible benefits.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.
About Us:

RBC Investor Services Trust is committed to delivering trusted advice to help our clients thrive and communities prosper. We value diversity, inclusion, and equity, and strive to create a workplace where everyone can bring their true selves to work.



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