Senior Financial Services Coordinator

1 week ago

Oshawa, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled and motivated Senior Financial Services Coordinator to join our team at Royal Bank of Canada in Oshawa, Canada. This is a full-time salaried position offering competitive compensation, including bonuses and flexible benefits.

Job Summary

The successful candidate will be responsible for providing exceptional service and support to our clients and Advisor team, maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Key Responsibilities
  • Maintain existing client accounts and identify opportunities to contact clients, ensuring timely communication and resolution of issues.
  • Respond to client inquiries in an understanding and time-efficient manner, addressing account transactions, requests, account documentation, and account reporting.
  • Provide proactive client service, utilizing problem-solving skills to resolve complex issues and collaborate with internal departments for smooth solutions.
  • Effectively manage incoming communications from clients, Advisors, and other internal and external partners, prioritizing tasks and managing timelines.
  • Assist the Advisor team in welcoming and onboarding new clients, coordinating meetings, and preparing necessary documentation.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring accurate, up-to-date, and compliant client files and documentation.
Requirements

To succeed in this role, you must possess:

  • A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
  • High-quality time management and organization skills.
  • Demonstrated skills in providing world-class client service that is professional, warm, and friendly.
What We Offer

As a valued member of our team, you can expect:

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • An opportunity to make a difference and have a lasting impact on the lives of others.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.

Earn approximately $65,000 - $85,000 per year, depending on experience and qualifications.

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