Associate, Client Management
Top Benefits
About the role
Job Description
What is the opportunity?
Client Management is the operational service contact accountable for overall client satisfaction with RBC Investor Services (IS) . Client Management leads the client engagement for Core clients. Client Management owns the RBC operating model and services provided and is accountable for the overall client experience and satisfaction with RBC IS, ensuring that what we deliver and how we deliver it aligns with or exceeds their expectations.
In this role, you will bring technical and working knowledge of all client activities and touch points across both organizations (client and RBC). You will support increased use of RBC technology for self-serve options to meet their business objectives and improve our efficiency. You will be responsible for the day to day management of all client engagements, ensuring service standards are and managed in an efficient manner and aligned with the parameters of tasks set for the Core segment. In addition, you will work with operational teams to direct the model as we collaborate to serve our clients better and win as One RBC. This will deliver an immediately noticeable improvement to the client service provided by RBC IS. Global Client Coverage remains accountable for growing our strategic relationships and all sales enquiries/opportunities must be passed to Coverage for review and execution.
What will you do?
- Execute to the agreed Core service model as defined, to deliver tasks as defined by the role task list. To advance the use of RBC technology and available self-service options to the client and to ensure the most efficient service model possible.
- Acts as the operational point of contact for RBC clients and be accountability for the level of client service provided.
- Act as the technical engineer in the RBCIS operating models and ensures execution in line with the stated parameters of servicing.
- Work directly with client leaders with a focus on: technology, model simplification, greater efficiency and automation of client process, and identifying, predicting and proactively managing future state developments.
- Manage client activity logs including day to day activities/issues and on-boarding events and ensure the RBC service standards are met through daily review of key data, issue tracker and query management.
- Support the management and execution of all RBC change events including regulatory and industry change, and client imposed change and manage multiple stakeholders within RBC and the client organization to ensure client expectations are met.
- Support all initiatives aimed at improving and enhancing overall client satisfaction with RBCIS services and for providing technical expertise to support RBC clients’ objectives.
- Conduct client analysis based on KPI data, query logs, action logs, BAU information and client information to assess service offering and performance
What do you need to succeed?
Must-have
- Degree qualified (Commerce, Economics, Business)
- 3 years + managing clients with a global footprint
- High level of technical operational expertise
- Excellent communication skills (oral, written and non-verbal) and ability to operate alongside senior leaders, functional leads.
- Ability to support, negotiate, collaborate and bring people together
- General working knowledge of factors affecting business and industry including trends in the marketplace, technology and competitors
Nice-to-have
- Experience with RBC service offerings
- Good working knowledge of RBC system infrastructure
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 RBCIS 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:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
Mississauga
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-09
Application Deadline:
2025-09-23
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Associate, Client Management
Top Benefits
About the role
Job Description
What is the opportunity?
Client Management is the operational service contact accountable for overall client satisfaction with RBC Investor Services (IS) . Client Management leads the client engagement for Core clients. Client Management owns the RBC operating model and services provided and is accountable for the overall client experience and satisfaction with RBC IS, ensuring that what we deliver and how we deliver it aligns with or exceeds their expectations.
In this role, you will bring technical and working knowledge of all client activities and touch points across both organizations (client and RBC). You will support increased use of RBC technology for self-serve options to meet their business objectives and improve our efficiency. You will be responsible for the day to day management of all client engagements, ensuring service standards are and managed in an efficient manner and aligned with the parameters of tasks set for the Core segment. In addition, you will work with operational teams to direct the model as we collaborate to serve our clients better and win as One RBC. This will deliver an immediately noticeable improvement to the client service provided by RBC IS. Global Client Coverage remains accountable for growing our strategic relationships and all sales enquiries/opportunities must be passed to Coverage for review and execution.
What will you do?
- Execute to the agreed Core service model as defined, to deliver tasks as defined by the role task list. To advance the use of RBC technology and available self-service options to the client and to ensure the most efficient service model possible.
- Acts as the operational point of contact for RBC clients and be accountability for the level of client service provided.
- Act as the technical engineer in the RBCIS operating models and ensures execution in line with the stated parameters of servicing.
- Work directly with client leaders with a focus on: technology, model simplification, greater efficiency and automation of client process, and identifying, predicting and proactively managing future state developments.
- Manage client activity logs including day to day activities/issues and on-boarding events and ensure the RBC service standards are met through daily review of key data, issue tracker and query management.
- Support the management and execution of all RBC change events including regulatory and industry change, and client imposed change and manage multiple stakeholders within RBC and the client organization to ensure client expectations are met.
- Support all initiatives aimed at improving and enhancing overall client satisfaction with RBCIS services and for providing technical expertise to support RBC clients’ objectives.
- Conduct client analysis based on KPI data, query logs, action logs, BAU information and client information to assess service offering and performance
What do you need to succeed?
Must-have
- Degree qualified (Commerce, Economics, Business)
- 3 years + managing clients with a global footprint
- High level of technical operational expertise
- Excellent communication skills (oral, written and non-verbal) and ability to operate alongside senior leaders, functional leads.
- Ability to support, negotiate, collaborate and bring people together
- General working knowledge of factors affecting business and industry including trends in the marketplace, technology and competitors
Nice-to-have
- Experience with RBC service offerings
- Good working knowledge of RBC system infrastructure
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 RBCIS 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:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
Mississauga
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-09-09
Application Deadline:
2025-09-23
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.