Dealer Relations Agent
5 days ago
**Job Summary**
**What is the opportunity?**
In this role, you will be responsible for the smooth concise operation between RBC Investor Services clients and the Broker/Dealer and Intermediary community. You will provide support to the Broker Dealer community and assist in the communication of any new product launch. You will manage and act as the primary contact for Strategic external Brokers, Dealers or Intermediaries and build a strong and effective relationship with the dealer community by continuous communication and touchpoint meetings during the year to educate and grow an understanding of pain points.
**What will you do?**
- Raise awareness amongst Dealers to RBC Investor Services presence in the marketplace.
- To develop and maintain relationships to ensure consistent quality of service delivery for our key strategic partners.
- Distribution of Fund Fact Sheet
- Maintenance of Dealer and Intermediary Agreements; setup and maintenance of dealers on the System within SLA
- Communication and monitor and disseminate information using Fundserv’s Fund Company Bulletin automatic mailing service.
- Respond to Fundserv file issues and trade rejection inquiries that are encountered across all Fundserv management companies.
- Reconcile and manage commission and trailer fee payments.
- Maintain a dealer contact management database.
**What do you need to succeed?**
**Must have**:
- 3+ years of relevant work experience in the financial or asset servicing industry
- Completion of the IFIC Operations of Mutual Funds course
- Segregated Funds knowledge
- Previous Customer/Dealer service experience
- Strong critical thinking and prioritization skills
- Bilingual Language Proficiency in English/French, preferable
**What’s in it for you?**
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
- Opportunity to obtain hands-on experience throughout your role
- Working with an exciting, close-knit, supportive & 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, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Microsoft Excel, Microsoft Office, Operational Delivery, Process Improvements, Relationship Building, Service Delivery, Time Management
**Additional Job Details**
**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
**City**:
TORONTO
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2025-04-22
**Application Deadline**:
2025-05-06
**I**nclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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