- SALARY:NONE
- LOCATION:NONE
Job Summary
Job Description
What is the opportunity?
What will you do?
- Responsible for client onboarding (new account opening and documentation), service client accounts on daily requests, and providing exceptional client service.
- Engage with Advisors, Private Bankers, Enterprise Strategic Client Group and others across RBC on client onboarding, AML/KYC related, or other client requests.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with back office, operations, compliance and other functional groups to address client requests, escalate and resolve issues, as well as implement processes and bespoke client solutions
- Provide assistance and support on other business and client related requests, as well as other administrative tasks / ad hoc assignments as required.
- Follow up on client trades to ensure proper settlement and delivery, as well, process trade-aways for client accounts.
What do you need to succeed?
Must Have
- Minimum 3-5 years' experience in a branch brokerage environment
- CSC, CPH required
- Strong experience with RBC DS products and services, technology & applications, compliance procedures, operations, and organizational awareness
- Excellent communication skills, outstanding client service, professionalism positive and a can do' attitude
- Exceptional organizational skills, analytical and time management skills, with the ability to manage complexity and shifting priorities
- Superior attention to detail and accuracy
- Takes initiative, resilient, with ability to navigate the organization effectively to solve complex problems with a drive for business and passion for clients. Highly collaborative and self-sufficient with ability to work well in team setting and solve issues independently
Nice to Have
- Other brokerage related licensing is an asset
- Compliance experience
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
Job Skills
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I
and Equal Opportunity Employment
nclusion
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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