Senior Client Representative
RBC
Montréal, QC
What is the opportunity?

As a Client Representative, you will be accountable for providing high quality client service to an assigned group of fee or non-fee paying clients, through the management of day-to-day account activity, ensuring that client service is a priority when dealing with and responding to day-to-day queries and requests. You will ensure a superior level of service is maintained at all times, share knowledge of pending issues and escalate items where necessary to the line manager or the relevant. MSA You will collaborate with Manager Service Assurance and other groups within Client Services and Operations, Client Service Representatives (CSRs) to promptly resolve queries and assist in the development of solutions to address clients’ needs and or issues. In addition, you will ensure all risk management and compliance policies are adhered to.

What will you do?

QUALITY CUSTOMER SERVICE

Maintain professional and productive working relationship with all business partners; Assume client service accountability for assigned clients and work closely with team members to provide reliable service
Attend presentations and other training to ensure awareness of RBC IS’s existing products and services so that queries received by the clients can be fielded to the correct area without delay.
ADMINISTRATION/MANAGEMENT OF CLIENT ACTIVITY

Ensure that upto-date desk operating procedures are maintained and accessible to team members and specific daily administrative procedures are clearly documented
Complete Risk and Compliance requests within required deadlines and ensure required reporting is sent out to clients as per department procedure
BUSINESS SEGMENT OR GEOGRAPHY SPECIFIC ACTIVITIES

Research and followup on overdraft positions on a daily basis, ensuring the appropriate action is taken to address the issues in the early stages and escalating where appropriate.
Verify all transaction postings through the clients’ accounts are accurate and meet account requirements.
TEAMWORK / COLLABORATION

Participate in crosstraining for developmental and back-up purposes (i.e.) internal / external meetings, sick days / vacation coverage.
Contribute to the success of the department by supporting and assisting other team members during high volumes and staff shortages.

What do you need to succeed?

Must-have

Completed university degree in business administration, finance or equivalent experience.
3+ years’ experience in Financial services industry
Obtained recognized financial industry qualifications (i.e. – Securities Institute, Canadian Securities course and or IFIC an asset)
Strong client management skills
Excellent communication skills

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 & Treasury Services and within other platforms as appropriate
Opportunity to obtain handson experience throughout your role
Working with an exciting, closeknit, 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