Client Services Representative (Bilingual)

Job Summary

Job Description

What is the opportunity?

As a Senior Client Representative, you will be accountable for providing high quality client service to an assigned group of clients through the management of day-to-day account activity, ensuring that client service is a priority when dealing with and responding to day-to-day queries and requests. You will ensure a superior level of service is maintained at all times, share knowledge of pending issues and escalate items where necessary to the line manager or the relevant Client Service Manager. You will collaborate with Client Service Managers and other groups within Client Services and Operations, Client Service Representatives (CSRs) to promptly resolve queries and assist in the development of solutions to address clients’ needs and or issues. In addition, you will ensure all risk management and compliance policies are adhered to.

What will you do?

• Maintain professional and productive working relationship with all business partners; Assume client service accountability for assigned clients and work closely with team members to provide reliable service
• Attend presentations and other training to ensure awareness of RBC IS’s existing products and services so that queries received by the clients can be fielded to the correct area without delay.
• Ensure that up-to-date desk operating procedures are maintained and accessible to team members and specific daily administrative procedures are clearly documented
• Complete Risk and Compliance requests within required deadlines and ensure required reporting is sent out to clients as per department procedure
• Research and follow-up on overdraft positions on a daily basis, ensuring the appropriate action is taken to address the issues in the early stages and escalating where appropriate.
• Verify all transaction postings through the clients’ accounts are accurate and meet account requirements.
• Participate in cross-training for developmental and back-up purposes (i.e.) internal / external meetings, sick days / vacation coverage.
• Contribute to the success of the department by supporting and assisting other team members during high volumes and staff shortages.

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

Additional Job Details

Address :

1 PLACE VILLE MARIE : MONTRÉAL

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-12-19

Application Deadline :

2025-01-03

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

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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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 .