Bilingual Associate, Client Management

November 6 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services,
Montreal, QC • Full time

Job Summary

Job Description

What is the opportunity?

Service Assurance is the operational service group accountable for overall client satisfaction with RBC Investor Services (IS). In this role, you will be responsible for the day to day management of all client engagements, ensuring service standards are managed in an efficient manner and aligned with the parameters of tasks set for the Mid-Market segment. You will work with the operational teams to direct the model as we collaborate to serve our clients better and win as One RBC, as well as, bring technical and working knowledge of all client activities and touch points across both organizations (client and RBC). You will also support increased use of RBC technology for self serve options to meet their business objectives and improve our efficiency.

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What will you do?

  • Act as the operational point of contact for RBC clients, as well as the technical engineer in the RBCIS operating models and ensure execution is in line with the stated parameters. Manage multiple stakeholders within RBC and the client organization to ensure client expectations are met.
  • Communicate directly with client leaders with a focus on: technology, model simplification, greater efficiency and automation of client process, and identify, predict and proactively manage future state developments.
  • Manage client activity logs including day to day activities/issues and on-boarding events. Ensure the RBC service standards are met through daily review of key data, issue tracker and query management.
  • Support the management and execution of all RBC change events including regulatory and industry change, and client imposed change.
  • Support all initiatives aimed at improving and enhancing overall client satisfaction with IS services and for providing technical expertise to support RBC clients' objectives.
  • Conduct client analysis based on KPI data, query logs, action logs, BAU information, client information, to assess service offering and performance.

What do you need to succeed?

Must have:

  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
  • 3+ years' of progressive financial services experience and managing clients with a global footprint
  • Undergraduate degree preferably in Commerce, Economics or Business
  • High level of technical operational expertise and ability to understand operating models end to end and business drivers
  • Experience in project/program support; knowledge of risk management
  • Demonstrated change management skills with excellent client facing abilities
  • Ability to operate alongside senior leaders, and functional leads

Nice-to-have

  • Good working knowledge of RBC system infrastructure
  • Knowledge of factors affecting business and industry including trends in the marketplace, technology and competitors.

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, Communication, Customer Communications, Customer Service, Customer Service Administration, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-11-06

Application Deadline:

2024-11-22

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 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.
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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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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.

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