Senior Dealer Relations Specialist

1 month ago

Toronto, Ontario, Canada RBC Investor Services Trust Full time
Job Title: Senior Dealer Relations Agent

Job Summary:

We are seeking a highly skilled Senior Dealer Relations Agent to join our team at RBC Investor Services Trust. As a key member of our operations team, you will be responsible for ensuring seamless communication between our clients and the Broker/Dealer and Intermediary community.

Key Responsibilities:
  • Investigate and respond to inquiries received from clients, brokers, and dealers via phone, email, and workflow tools.
  • Maintain accurate records of dealer, intermediary, and advisor setup on our record-keeping system.
  • Investigate and resolve trade processing and settlement issues for all clients.
  • Reconcile commission and trailer fee discrepancies.
  • Develop and maintain strong relationships with dealers to ensure consistent quality of service delivery.
  • Educate dealers on new industry standards and requirements.
  • Represent Dealer Relations in operational meetings and client launches.
  • Create and distribute Fund Information Sheets.
  • Communicate and disseminate information to dealers using Fundserv's Fund Company Bulletin automatic mailing service and targeted emails.
  • Act as a mentor and assist team members in problem resolution.
  • Continuously identify opportunities to improve processes and reduce risk.
  • Communicate any issues to the senior manager of the department.
Requirements:
  • 4+ years of relevant work experience in 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.
  • Strong knowledge of the Investment Fund Industry and Fundserv distribution network.
What We Offer:
  • Excellent exposure to communicate with various business partners and stakeholders in Investor Services.
  • Opportunity to obtain hands-on experience throughout your role.
  • Working with an exciting, close-knit, supportive, and dynamic group.
  • Opportunity to collaborate with other business segments within the bank.
  • Excellent career development and progression opportunities.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Competitive compensation.
Job Skills:
  • Active Learning
  • Adaptability
  • Customer Service
  • Decision Making
  • Interpersonal Relationship Management
  • Operational Delivery
  • Process Improvements
  • Time Management
Additional Job Details:

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-05-31

Application Deadline: 2024-06-14

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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