Bilingual Dealer Relations Agent
Job Summary
Job Description
What is the opportunity?
In this role, you will be responsible for the smooth concise operation between RBC Investor Services clients and the Broker/Dealer and Intermediary community. You will provide support to the Broker Dealer community and assist in the communication of any new product launch. You will manage and act as the primary contact for Strategic external Brokers, Dealers or Intermediaries and build a strong and effective relationship with the dealer community by continuous communication and touchpoint meetings during the year to educate and grow an understanding of pain points.
What will you do?
- Raise awareness amongst Dealers to RBC Investor Services presence in the marketplace.
- To develop and maintain relationships to ensure consistent quality of service delivery for our key strategic partners.
- Distribution of Fund Fact Sheet
- Maintenance of Dealer and Intermediary Agreements; setup and maintenance of dealers on the System within SLA
- Communication and monitor and disseminate information using Fundserv's Fund Company Bulletin automatic mailing service.
- Respond to Fundserv file issues and trade rejection inquiries that are encountered across all Fundserv management companies.
- Review daily new sales person reporting and email inquiries and ensure that information is entered into the System within the SLA.
- Monitor, flag, action and file emails from generic Dealer Relations inbox.
- Reconcile and manage commission and trailer fee payments.
- Maintain a dealer contact management database.
What do you need to succeed?
Must have:
- Bilingual Language Proficiency in English/French
- 3+ years of relevant work experience in the financial or asset servicing industry
- Completion of the IFIC Operations of Mutual Funds course
- Segregated Funds knowledge
- Previous Customer/Dealer service 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 exposure to 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, Business Appraisals, Communication, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements, SLAs, Time ManagementAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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