Sr Client Representative

Job Description

What is the opportunity?

Responsible for all day-to-day High Net Worth client and Investment Counsellor/Advisor service activities.  Manage client and operational queries. Liaising with RBCIS Operations and internal support teams, Investment community, and project teams to ensure clients receive an exceptional client experience.

           

What will you do?

• Review, investigate and respond to client queries and requests.

• Liaise with internal support teams to resolve client issues/inquiries and assign tasks/responsibilities as required.

• Maintain awareness of Market, Tax, Anti-Money Laundering (AML)and Legal changes for the Products and Services provided to clients.

• Escalate client issues, recommend solutions, and communicate effectively with clients.

• Track client queries to ensure timely and accurate resolution within established timeframes to meet Service Standards.

• Identify and explain complex issues and requirements to clients.

• Take proactive approach to resolve client issues by being client aware and proactively anticipate client concerns.  Mitigate and minimize client escalations/complaints by taking appropriate actions to resolve any account issues within established guidelines.

• Manage and coordinate client projects related to Legal, Tax and AML activities.

• Oversee new client onboarding to ensure first time right success.

What do you need to succeed?

Must-have

• Excellent time management, communication, analytical and project management skills

• Above average Microsoft Office Application Skills

• Keen interest in Client Services and Industry knowledge of Financial Instruments/products in the banking and Investment Industry.

• University Degree or College Diploma

Nice-to-have

• Exposure to Investments and Marketable Securities

• Knowledge of Securities and Payment Operations

• French an Asset

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.

• 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, Financial Instruments, Group Problem Solving, Interpersonal Relationship Management, Investments, Microsoft Office, Proactive Behavior, Product Services, Teamwork

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:

2025-12-31

Application Deadline:

2026-01-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$50,000.00 - $85,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.