Shareholder Services Senior Representative
Top Benefits
About the role
What is the opportunity?
In this role, you will support RBC Investor Services in the Customer Contact Centre and Transaction Processing Team in providing the Advisors and Key Clients with exceptional experience. In addition, you will operate as the escalation point for complex issues by conducting thorough investigations and providing resolutions/recommendations to internal/external client.
What will you do?
- Acts as the escalation point for complex issues by conducting thorough investigation and providing resolution/recommendation to internal/external clients as well as Team members as applicable
- Main point of contact for “Not In Good Order” communication either by fax, email or outbound call
- Respond to incoming email correspondence (i.e. adhoc reports request, QTS request and Image and workflow items etc)
- Coordinate the resolution of client’s requests, system issues and improvements to processes as required.
- Other outbound calls as required
- All Hands on Deck – log onto the queues as directed.
- Participation in Client meetings as required
- Develops a detailed understanding of clients’ businesses to ensure SHS interacts with the clients operations effectively
What do you need to succeed?
Must-have
- Pertinent industry & regulatory/compliance requirements
- Pertinent understanding of Advisors tools and 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
- Strong customer service skills
- Strong technical and analytical skills in running/debugging various applications and macros including MS Office
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
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.
Shareholder Services Senior Representative
Top Benefits
About the role
What is the opportunity?
In this role, you will support RBC Investor Services in the Customer Contact Centre and Transaction Processing Team in providing the Advisors and Key Clients with exceptional experience. In addition, you will operate as the escalation point for complex issues by conducting thorough investigations and providing resolutions/recommendations to internal/external client.
What will you do?
- Acts as the escalation point for complex issues by conducting thorough investigation and providing resolution/recommendation to internal/external clients as well as Team members as applicable
- Main point of contact for “Not In Good Order” communication either by fax, email or outbound call
- Respond to incoming email correspondence (i.e. adhoc reports request, QTS request and Image and workflow items etc)
- Coordinate the resolution of client’s requests, system issues and improvements to processes as required.
- Other outbound calls as required
- All Hands on Deck – log onto the queues as directed.
- Participation in Client meetings as required
- Develops a detailed understanding of clients’ businesses to ensure SHS interacts with the clients operations effectively
What do you need to succeed?
Must-have
- Pertinent industry & regulatory/compliance requirements
- Pertinent understanding of Advisors tools and 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
- Strong customer service skills
- Strong technical and analytical skills in running/debugging various applications and macros including MS Office
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
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.