Senior Client Service Representative

RBC • Montreal, QC

15d

About The Position

What is the opportunity? In this role you will perform front-line client services, including answering questions from custodian banks, brokers, investors and/or customers. What will you do? Maintains client files, performing data entry and account processing duties (e.g. verifying accuracy of transactions) Performs other clerical duties as necessary, such as preparing reports requiring specialized procedures, answering phone calls, bookkeeping, completing routine forms and maintaining records and filing, etc. Communicate with customers, employees, and other individuals to answer questions, disseminate or explain product information, and address complaints Compile, copy, sort, and file records of business transactions and other activities Compute, record and proofread data and other information, such as records or reports Maintain and update filing, inventory, mailing, and database systems What do you need to succeed? Must haves: Bachelor’s degree in accounting, business or finance, plus 4 years customer service experience Experience in financial services industry Experience in data entry Experience dealing with clients by phone, resolving issues and explaining services Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs. Attention to detail and critical thinking Ability to work independently and manage one’s time Ability to keep information organized and confidential Nice-to-have: Advanced user proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint, spreadsheet/financial accounting skills, and any other related accounting software is an asset Knowledge of financial systems and associated procedures is an asset 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. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business.

Requirements

• Bachelor’s degree in accounting, business or finance, plus 4 years customer service experience
• Experience in financial services industry
• Experience in data entry
• Experience dealing with clients by phone, resolving issues and explaining services
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• Attention to detail and critical thinking
• Ability to work independently and manage one’s time
• Ability to keep information organized and confidential

Nice To Haves

• Advanced user proficiency with computer applications, such as Microsoft Word, Excel and PowerPoint, spreadsheet/financial accounting skills, and any other related accounting software is an asset
• Knowledge of financial systems and associated procedures is an asset

Responsibilities

• Maintains client files, performing data entry and account processing duties (e.g. verifying accuracy of transactions)
• Performs other clerical duties as necessary, such as preparing reports requiring specialized procedures, answering phone calls, bookkeeping, completing routine forms and maintaining records and filing, etc.
• Communicate with customers, employees, and other individuals to answer questions, disseminate or explain product information, and address complaints
• Compile, copy, sort, and file records of business transactions and other activities
• Compute, record and proofread data and other information, such as records or reports
• Maintain and update filing, inventory, mailing, and database systems

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level