Client Representative
Client Representative
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Job Description
Job Summary
Job Description
What is the opportunity
This role is responsible to provide top quality client service to an assigned group of foreign insurance domestic insurance and offshore banking clients by dealing with and responding to custody related queries and requests. The role will provide a positive client experience through successful completion of all day-to-day account activities while maintaining and strengthening partnerships with clients addressing their needs and creating addition the client representative is accountable for ensuring all risk management and compliance policies specific to the position are adhered to.
What will you do
- Respond promptly and accurately to daily client queries and requests within SLA
- Investigate and resolve all responses researching further information as appropriate and dealing directly with the client using a consultative partnership approach.
- Anticipate issues and proactively work to address concerns before they escalate.
- Process day-to-day free asset transfers (non-transitions related)
- Ensure all issues are logged on MCV as cases or quick hits.
- Advise Manager of all significant issues suggesting ways to resolve
- Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of clients issues.
- Research and follow-up on overdraft positions on a daily basis
- Manage and complete various components of the audit request (i.e. financial statement cash flow activity analysis/explanations)
- Process and validate On-line & Manual Interest Adjustments.
What do you need to succeed
Must-have
- University or college degree (preferred)
- Industry related courses
- Client service experience
- Proven track record in managing cross-functional relationships
- 3-5 years relevant working experience
Whats 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 exposureto 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
Job Skills
Active Learning Adaptability Communication Critical Thinking Customer Service Detail-Oriented Group Problem Solving Interpersonal Relationship Management Product ServicesAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
