Job Description
What is the opportunity?
The Senior Representative is responsible for responding to and maintaining relationships with Shareholder Services’ Clients. This role is the key point of contact for Fund Manager’s for Shareholder Services related operational matters, including, day-to-day inquiries and investigations. This role is a key influencer in the Clients Service Review Scoring for Shareholder Services though efforts to enhance clients’ experience. The role also entails a Team lead responsibility within the Shareholder Services Investigations and Client Contact Centre.
What will you do?
Proactively develop and maintain relationships with primary contacts within assigned client organizations on behalf of Shareholder Services.
Contribute to the retention of the existing Client base through effective client issue resolution
Ensures regular contact and participation in Client meetings and that the Shareholder Services day-to-day operational model is aligned with objectives.
Develops a detailed understanding of clients’ businesses to ensure SHS interacts with the clients’ operations effectively
Acts as the escalation point for complex client issues by providing clients with a key point of contact to resolve issues and ensure that clients receive regular updates on the progress of issue resolution
Utilizes subject matter expertise to provide critical support to in respect of all Shareholder Services Client related and queries
Acts as direct liaison point between operational teams within Shareholder Services to resolve daily operational issues
Identify opportunities for improvements in internal/client operations and offer recommendations where appropriate
What do you need to succeed?
Must-have
Pertinent industry & regulatory/compliance requirements
2 -3 years of experience within Shareholder Services/Record Keeping or similar multi-client administration environment
Strong working knowledge / experience in the financial services industry. Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products
Demonstrated ability to work successfully in a fast-paced, high stress environment
Communicate effectively with both internal and external client groups
Strong customer service 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.
Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
Opportunity to obtain hands-on experience throughout your role
Working with an exciting, close-knit, supportive & dynamic group
Opportunity to collaborate with other business segments within the bank
Excellent career development and progression opportunities
A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Job Skills
Active Learning, Adaptability, Communication, Customer Service, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services
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:
2025-10-07
Application Deadline:
2025-12-05
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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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