Client Representative

Job Description

What is the opportunity?

This role is responsible for providing top quality client service to an assigned group of foreign insurance, domestic insurance and offshore banking clients by dealing with and responding to custody related queries and requests. This role will provide positive client experience through successful completion of all day-to-day account activities while maintaining and strengthening partnerships with clients, addressing their needs and creating value. In addition, the client representative is accountable for ensuring all risk management and compliance policies specific to the position are adhered to.

What will you do?

• Respond promptly and accurately to daily client queries and requests within SLA

• Investigate and resolve all responses, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.

• Anticipate issues and proactively work to address concerns before they escalate.

• Process day-to-day free asset transfers (non-transitions related)

• Ensure all issues are logged on MCV as cases or quick hits.

• Advise Manager of all significant issues, suggesting ways to resolve

• Maintain professional and productive working relationships with all business partners, working alongside them to ensure a successful resolution of clients' issues.

• Research and follow-up on overdraft positions daily

• Manage and complete various components of the audit request (i.e. financial statement, cash flow activity analysis/explanations)

• Process and validate On-line & Manual Interest Adjustments

What do you need to succeed?

Must have:

• University or college degree

• Industry related courses

• Client service experience

• Proven track record in managing cross-functional relationships

• Preferably 3-5 years relevant working experience

Nice-to-have:

• Risk Assessment & quantification methodologies

• Facilitation Skills

• Organizational & time management skills

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

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-16

Application Deadline:

2026-04-30

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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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.

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.