Shareholder Services Senior Representative

Job Description

What is the opportunity?

In this role you are responsible for professionally answering all incoming inquiries from Clients and their advisor channel in both English and French

You will demonstrate professionalism and composure when engaging with both with Clients and their advisor channel and collaborate with internal supporting teams

You will aim to deliver exceptional service and contribute to the business goal, develop a detailed understanding of clients' businesses to ensure SHS interacts with the clients operations effectively, and escalate complete or unresolves issues to Management for timely resolution.

What will you do?

• Perform all required responsibilities including but not limited to, information on accounts related to the processing of transactions, production of statements, tax slips, A$M, WealthLink Pin/Admin Support, address changes, PAC/DCA stops, etc.

• Work with Team/Supervisor to provide and produce above average Quality+ and SLS statistics

• Contribute to the retention of the existing Client base through effective client issue resolution

• Develops a detailed understanding of clients' businesses to ensure SHS interacts with the clients' operations effectively

• Utilizes subject matter expertise to provide critical support to in respect of all Shareholder Services Client related and queries

• Identify opportunities for improvements in internal/client operations and offer recommendations where appropriate

What do you need to succeed?

Must-have

• Bilingual (French) required, communications skills (both written and oral)

• Pertinent industry & regulatory/compliance requirements

• 2 -3 years of experience within Shareholder Services/Record Keeping or similar multi-client administration environment

• Strong working knowledge / experience in the financial services industry. Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products

• Demonstrated ability to work successfully in a fast-paced, high stress environment

• Communicate effectively with both internal and external client groups

• Ability to work shift work during the hours of operations of  the Customer Contact Centre Monday to Friday and have flexibility to work overtime as required

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, Communication, Customer Service, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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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