Join RBC as a Wealth Management Service Associate in Toronto, Canada, where you will support the Entitlements Canadian Operations team. This role prioritizes client inquiries and operational efficiencies.
As a Service Associate, you will engage in processing client requests related to entitlement operations. Your expertise in income allocation and cash movements will be crucial for timely settlements and achieving SLAs. You'll analyze workflows to improve efficiencies while ensuring operational risk thresholds are met.
Key Responsibilities:
• Process client requests in entitlement operations
• Analyze workflows for operational improvements
• Settle cash entitlements for securities lending
• Resolve discrepancies with business partners
• Liaise with operations for timely reconciliation
Requirements:
• 2-5 years of relevant industry experience
• Proficiency in Microsoft Excel, Word, and Access
• Solid problem-solving and communication skills
• Client service focus and analytical abilities
• Familiarity with executing cash movements
Utilize your operational expertise and client service skills to thrive in RBC's collaborative Wealth Management team in Toronto.
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📌 Wealth Management Service Associate (Toronto)
🏢 RBC
📍 Toronto