Senior Client Representative

Job Description

What is the opportunity?

In this position, you will be accountable for providing high quality client service to an assigned group of Investment Managers, through the management of day-to-day account activity, ensuring that client service is a priority when dealing with and responding to day-to-day queries and requests. You will ensure a superior level of service is maintained at all times, share knowledge of pending issues and escalates items where necessary to the line manager or the relevant Client Managers (CM). Working in collaboration with Client Managers and other groups within Client Services and Operations, you will promptly resolve queries and assist in the development of solutions to address clients' needs and or issues. In addition, you will be accountable for ensuring all risk management and compliance policies are adhered to.

What will you do?

QUALITY SERVICE

• Resolve Security Trade Settlement queries; liaise with Investment Managers and internal business units

• Provide a high level of client service by responding promptly and accurately to daily queries from In and requests from Investment Managers regarding the trade activity of accounts managed, in accordance with established Service Level Standards. Respond to requests received via email and telephone.

• Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged on the internal query tracking tools for proper resolution.

ADMINISTRATION / MANAGEMENT

• Ensure that up-to-date desk operating procedures are maintained and accessible to team members and specific daily administrative procedures are clearly documented.

• Assist Management by preparing reports and other packages for analysis

• Minimize Errors & Omission (E&O) occurrences through effective issue management and general attention to detail.

• Provide high level support for Trade Representative team, arrange coverage in instances of absence

What do you need to succeed?

Must-have

• University degree in business administration, finance or equivalent

• Minimum of three years' experience in Financial services industry (Global Custody/Investment Management/Fund Administration/Transfer Agency, or other relevant Financial Services experience)

• Experience with Security Trade Settlement

• Experience in client service roles in Financial Sector

Nice to have

• Familiarity with Investor Services systems & platforms

• Recognized financial industry qualifications (i.e. Canadian securities course or IFIC)

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• Flexible work/life balance options.

• Opportunities to do challenging work.

• Opportunities to take on progressively greater accountabilities.

• Access to a variety of job opportunities across business.

Job Skills

Account Administration, Active Learning, Adaptability, Client Relationship Management, Client Service, Communication, Compliance Policies, Customer Service, Detail-Oriented, Finance Industry, Financial Services, Financial Services Industry, Global Custody, Group Problem Solving, Interpersonal Relationship Management, Investment Management, Investments, Product Services, Quality Services, Query Resolution, Risk Management, Service Industries, Service Levels, Standard Operating Procedure (SOP), Trade Settlement

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:

2026-04-01

Application Deadline:

2026-04-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.