What is the opportunity?

In this role, you will be responsible for all day-to-day High Net Worth client and Investment Counsellor/Advisor service activities. You will manage client and operational queries and liaison 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, Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGAMISSISSAUGACanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-04-292025-05-09

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.