Senior Client Service Representative

Job Description

What is the opportunity?

In this role you will perform front-line client services, including answering questions from custodian banks, brokers, investors and/or customers.

What will you do?

• Maintains client files, performing data entry and account processing duties (e.g. verifying accuracy of transactions)
• Performs other clerical duties as necessary, such as preparing reports requiring specialized procedures, answering phone calls, bookkeeping, completing routine forms and maintaining records and filing, etc.
• Communicate with customers, employees, and other individuals to answer questions, disseminate or explain product information, and address complaints
• Compile, copy, sort, and file records of business transactions and other activities
• Compute, record and proofread data and other information, such as records or reports
• Maintain and update filing, inventory, mailing, and database systems

What do you need to succeed?

Must haves:

• Bachelor's degree in accounting, business or finance, plus 4 years customer service experience
• Experience in financial services industry
• Experience in data entry
• Experience dealing with clients by phone, resolving issues and explaining services
• 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.
• Attention to detail and critical thinking
• Ability to work independently and manage one's time
• Ability to keep information organized and confidential

Nice-to-have:

• Advanced user proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint, spreadsheet/financial accounting skills, and any other related accounting software is an asset
• Knowledge of financial systems and associated procedures is 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.

• 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

Active Learning, Adaptability, Client Service, Communication, Customer Service, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Problem Resolution, 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:

2026-04-02

Application Deadline:

2026-04-16

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

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.