Drive exceptional client satisfaction as a Wealth Management Senior Client Representative. Manage daily account activities to ensure compliance and provide high-level support to Investment Managers.
This position requires at least three years of experience in Financial Services, with expertise in security trade settlements. You will be tasked with responding to client queries and ensuring that all processes adhere to stringent compliance and risk management policies.
Key Responsibilities:
• Resolve queries related to security trade settlements
• Deliver prompt responses to client inquiries
• Proactively manage potential issues to avoid escalation
• Keep desk operating procedures accurate and current
• Assist in report preparation for management
Requirements:
• Bachelor's degree in business administration or finance
• No less than three years' experience in Financial Services
• Experience with security trade settlement procedures
• Robust client service background within the financial sector
• Familiarity with Investor Services systems is a bonus
Enhance your client service skills and contribute to a thriving wealth management team focused on excellence and innovation.
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📌 Wealth Management Senior Client Representative Role (Toronto)
🏢 RBC
📍 Toronto
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