Client Transactions Service Associate

Description du poste

What is the opportunity?

The overall purpose of this role is to act as a central point of contact and relationship manager to the Dominion Securities (DS) Front Office personnel as it pertains to Operations matters. The successful incumbent will be a point of escalation for service quality and problem resolution, operational inquiries, and issues / opportunities management. Working as a "Center of Excellence" to the business, Associates will liaise with the various operations' processing centers-of-excellence to research and investigate inquiries and issues, resolve concerns and champion business requests to ensure a seamless operations service experience.

What will you do?

• Subject Matter Expert for service escalation and problem resolution. Uses extensive procedural knowledge and technical expertise of group functions for resolution, understanding full impact of the end-to-end process on sales, DS service cycle / client experience and Canadian Operations
• Researches inquiries, issues and concerns – "carries the baton" to obtain status updates, answers and solutions – providing a true Client Transaction & Registered Products service to DS business partners
• Advocate for strong Service Level Agreement performance and delivery through ongoing monitoring and coaching within the department and across Canadian Operations as required on behalf of DS personnel
• Proactively identifies and monitors group service quality performance gaps/trends against established SLA standards. Analyzes root cause and recommends solutions/action plan. Provides advice and counsel for service quality efficiency and effectiveness and client care opportunities.
• Supports the implementation of change process of business strategies, evolving interdependencies related to service quality, problem resolution and related initiatives with field impact or specific to the group.
• Leverage internal/external contacts to address/resolve issues/opportunities.
• Develops and enhances relationships with Service Partners (DS Offices and various departments across Canadian Operations) to enhance interdependency performance, ensuring equitable balance between service efficiency and effectiveness and the client experience

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of job-related experience
• Bilingual French
• 1+ year prior securities, banking, technology and/or job specific related industry experience
• Exceptional relationship management and analytical skills. Ability to communicate and partner effectively with Front Office professionals (Investment Advisors, Assistants, Branch/Front Office Administrators, Branch/Front Office Managers), to research and resolve operations' related matters.

Nice-to-have

• CFA candidate considered a plus
• Comfortable with working independently and adhering to committed deliverables in a fast-paced, dynamic work environment.

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Compétences professionnelles

Applications de système, Axé sur les détails, Axé sur les résultats, Gestion de la trésorerie, Gestion des relations interpersonnelles, Gestion du risque, Gestion du risque financier (GRF), Gestion du service à la clientèle, Mesure du rendement des placements

Détails supplémentaires de l'emploi

Adresse:

180 WELLINGTON ST W:TORONTO

Ville:

Toronto

Pays:

Canada

Nombre d'heures de travail par semaine:

37.5

Type d'emploi:

temps plein

Secteur d'activité :

Gestion de patrimoine

Type de fonction :

Régulier

Type d'échelle salariale:

Salarié

Date d'affichage:

Date limite des candidatures:

Remarque: Les demandes seront acceptées jusqu'à 23 h 59 le jour précédant la date limite de présentation des demandes ci-dessus

Inclusion et équité en matière d'emploi

À RBC, nous pensons qu'un milieu de travail inclusif offrant des points de vue diversifiés est essentiel à notre croissance continue, en tant qu'institution financière parmi les plus grandes et les plus rentables au monde. Notre milieu de travail propice à l'excellence, à la collaboration, à l'innovation et à l'épanouissement professionnel de nos employés contribue à concrétiser notre raison d'être et à générer de la valeur pour nos clients et les collectivités où nous exerçons nos activités. Pour cela, nous mettons en place des politiques et des programmes visant à favoriser un milieu de travail fondé sur le respect et l'appartenance et offrant des occasions pour tous.

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