Client Representative

RBC; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Client Service Representative. The role will focus on providing top-quality service to clients in foreign insurance and offshore banking. Responsibilities include managing client queries, processing account activities, and ensuring adherence to compliance policies. Candidates should have strong communication skills and 3-5 years of relevant experience. This full-time position offers excellent career development opportunities and competitive compensation.

Benefits

Competitive compensation

Comprehensive Total Rewards Program

Excellent career development opportunities

Opportunity for hands-on experience

Supportive work environment

Qualifications

• 3-5 years relevant working experience.
• Proven track record in managing cross-functional relationships.
• Client service experience.

Responsibilities

• Respond promptly to daily client queries.
• Investigate and resolve client issues.
• Process free asset transfers and validate adjustments.

Skills

Active Learning

Adaptability

Communication

Critical Thinking

Customer Service

Detail-Oriented

Group Problem Solving

Interpersonal Relationship Management

Product Services

Education

University or college degree

Industry related courses

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 value. In 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

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 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 Services

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:

2025-07-24

Application Deadline:

2025-08-04

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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