Shareholder Services Senior Representative
RBC
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 ServicesAdditional Job Details
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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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.