Senior Dealer Relations Agent

Job Description

What is the opportunity? In this role, the incumbent will be responsible for ensuring a concise operation between RBC Investor Services clients and the Broker / Dealer and Intermediary community. The incumbent will be responsible for managing and acting as a contact for external Brokers, Dealers or Intermediaries and to investigate and respond to inquiries for trade processing and settlement. What will you do?

• Investigate and respond to inquiries received by phone, email, and workflow tools
• Maintenance of Dealer, Intermediary, advisor setup on our record keeping system.
• Investigate and action Fundserv file and trade issues that are encountered across all clients.
• Commission and trailer fee reconciliation
• To develop and maintain relationships to ensure consistent quality of service delivery to our clients and partners by continuous communication and touchpoint meetings.
• Educate dealers on new industry standards and requirements.
• Represent Dealer Relations in operational meetings and client launches.
• Creation and distribution of Fund Information Sheets
• Communicate, monitor and disseminate information using Fundserv’s Fund Company Bulletin automatic mailing service as well as targeted emails.
• Act as a mentor and assist in problem resolution for team members.
• Continuously looks for opportunities to improve processes to help increase overall efficiency and reduce risk.
• Communicate and any issues encountered to the senior manager of the department.
• Provide any reporting, such as dealer audits, required

What do you need to succeed? Must-have

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.

Job Skills Active Learning, Adaptability, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management 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 : 2024-05-31

Application Deadline :

2024-06-14

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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