Senior Client Representative, Trade Services

RBC; Toronto; On-site; CAD 60,000 - 85,000; Full time

Job summary

Join a leading Canadian bank as you provide critical client support in transaction inquiries, utilizing in-depth knowledge of Custody and the Canadian Securities market. You will build relationships with clients while ensuring compliance with best practices and service level agreements. This full-time role offers opportunities for career development, competitive compensation, and a dynamic work environment.

Benefits

Comprehensive Total Rewards Program

Excellent career development and progression opportunities

Access to a dynamic team

Qualifications

• In-depth knowledge of Custody, OTC, and the Canadian Securities market.
• Strong written and oral communication skills.
• Intermediate MS Office applications proficiency.

Responsibilities

• Provide service to Mid-Market and Coverage clients for transaction inquiries.
• Manage relationships and ensure compliance with service level agreements.
• Research trade discrepancies and provide innovative solutions.

Skills

Communication skills

Analytical thinking

Collaboration

Customer Service

Tools

MS Office

Job description

Job Summary

Job Description

What is the opportunity?

In this role, you will provide day to day service to Mid-Market and/or Coverage clients for all transaction related inquiries. You will be responsible for advising clients of trade discrepancies by researching and determining the best course of action. In addition, you will provide relevant and innovative solutions to build strong relationships with clients and operational service partners.

What will you do?

• Understand the strategic plans of the custody clients and custody team in order to support the strategic plans of the Client Operations Group
• Develop an advanced understanding of the culture and characteristics of the clients we service to successfully manage their expectations
• Manage relationships with both internal operational units and clients and able to provide solutions or recommendations in order to attract and retain our clients’ business
• Ensure all agreed upon service level agreements are respected and complied
• Ensure issues are validated and able to provide possible solutions or recommendations that are executed within the SLS. Success is measured by positive client satisfaction
• Maintain and grow RBC network to support client needs
• Build credibility with service/internal partners
• Share business and product knowledge within RBC IS
• Mitigate risk by complying with all policies and procedures
• Ensures all daily deliverables are met in accordance with Service Level Agreements
• Ensure Desk Operating Procedures captures all unique processes and able to provide recommendations to streamline processes and/or closure of any possible gaps
• Follow escalation protocols

What do you need to succeed?

Must-have

• In depth knowledge of Custody, OTC, and the Canadian Securities market.
• Computer Literacy - Intermediate MS Office applications
• Strong written and oral communication skills.
• Analytical thinking skills
• Collaboration 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 exposureto communicate with various business partners and stakeholders in Investor Services Trust 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, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

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:

2025-06-16

Application Deadline:

2025-06-27

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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