Shareholder Services Senior Representative

Job Description

What is the opportunity?

In this role, you will support RBC Investor Services in the Customer Contact Centre and Transaction Processing Team in providing the Advisors and Key Clients with exceptional experience. In addition, you will operate as the escalation point for complex issues by conducting thorough investigations and providing resolutions/recommendations to internal/external client.

What will you do?

• Acts as the escalation point for complex issues by conducting thorough investigation and providing resolution/recommendation to internal/external clients as well as Team members as applicable
• Main point of contact for "Not In Good Order" communication either by fax, email or outbound call
• Respond to incoming email correspondence (i.e. adhoc reports request, QTS request and Image and workflow items etc)
• Coordinate the resolution of client's requests, system issues and improvements to processes as required.
• Other outbound calls as required
• All Hands on Deck – log onto the queues as directed.
• Participation in Client meetings as required
• Develops a detailed understanding of clients' businesses to ensure SHS interacts with the clients operations effectively

What do you need to succeed?

Must-have

• Pertinent industry & regulatory/compliance requirements
• Pertinent understanding of Advisors tools and requirements
• 2 -3 years of experience within Shareholder Services/Record Keeping or similar multi-client administration environment
• Strong working knowledge / experience in the financial services industry. Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products
• Demonstrated ability to work successfully in a fast-paced, high stress environment
• Communicate effectively with both internal and external client groups
• Strong customer service skills
• Strong technical and analytical skills in running/debugging various applications and macros including MS Office

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 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:

2025-10-07

Application Deadline:

2025-11-20

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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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.