Top Benefits
About the role
Job Description
What is the opportunity?
Client Management is accountable for the overall client experience and satisfaction with RBCIS, ensuring that what we deliver and how we deliver it, aligns with or exceeds their expectations. The role brings technical and working knowledge of all client activities and touch points across both organizations (client and RBCIS).
The Client Manager will primarily lead the client engagement for our fund manager and related investment counsellor (HNW) segments.
What will you do?
- Responsible for day to day Client support and Client experience, fostering simplification to the operating model
- Support increased use of RBC technology by clients for self-serve options to meet their business objectives and improve our efficiency.
- Act as primary day to day operational lead for clients with overall accountability for operational delivery and service support. This includes the management of the escalations, collection of document, coordinating new accounts and services
- Work with the wider Operations Line functions to provide insight and direction on day to day service matters and client requirements across geographies and functions
- Liaise with clients on RBCIS initiatives, projects and change management
- Work with Client Representative and Relationship Manager to ensure positive client experiences while ensuring all policies and procedures are followed to reduce risk to RBCIS
What do you need to succeed?
Must-have
- 3-6+ years of progressive financial services experience
- 3 years + direct servicing experience with Canadian custody or fund clients
- Excellent communication skills (oral, written and non-verbal)
- Ability to support, negotiate, collaborate and bring people together
Nice to have
- Experience with RBCIS service offerings
- Experience in the Canadian Fund and/or Investment Counsellor segment
- Good working knowledge of RBCIS system infrastructure
- Knowledge of Canadian pension plan regulations and fiduciary responsibilities
- Degree qualified (Commerce, Economics, Business)
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.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
Job Skills
Active Learning, Adaptability, Communication, Customer Service, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Product Services, Time Management
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-11-14
Application Deadline:
2025-11-28
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.
Top Benefits
About the role
Job Description
What is the opportunity?
Client Management is accountable for the overall client experience and satisfaction with RBCIS, ensuring that what we deliver and how we deliver it, aligns with or exceeds their expectations. The role brings technical and working knowledge of all client activities and touch points across both organizations (client and RBCIS).
The Client Manager will primarily lead the client engagement for our fund manager and related investment counsellor (HNW) segments.
What will you do?
- Responsible for day to day Client support and Client experience, fostering simplification to the operating model
- Support increased use of RBC technology by clients for self-serve options to meet their business objectives and improve our efficiency.
- Act as primary day to day operational lead for clients with overall accountability for operational delivery and service support. This includes the management of the escalations, collection of document, coordinating new accounts and services
- Work with the wider Operations Line functions to provide insight and direction on day to day service matters and client requirements across geographies and functions
- Liaise with clients on RBCIS initiatives, projects and change management
- Work with Client Representative and Relationship Manager to ensure positive client experiences while ensuring all policies and procedures are followed to reduce risk to RBCIS
What do you need to succeed?
Must-have
- 3-6+ years of progressive financial services experience
- 3 years + direct servicing experience with Canadian custody or fund clients
- Excellent communication skills (oral, written and non-verbal)
- Ability to support, negotiate, collaborate and bring people together
Nice to have
- Experience with RBCIS service offerings
- Experience in the Canadian Fund and/or Investment Counsellor segment
- Good working knowledge of RBCIS system infrastructure
- Knowledge of Canadian pension plan regulations and fiduciary responsibilities
- Degree qualified (Commerce, Economics, Business)
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.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
Job Skills
Active Learning, Adaptability, Communication, Customer Service, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Product Services, Time Management
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-11-14
Application Deadline:
2025-11-28
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.