Trade Service Representative

What is the opportunity?

In this position, you will be accountable for providing high quality client service to an assigned group of fee or non-fee paying 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 escalates items where necessary to the line manager or the relevant Client Managers (CM). Working in collaboration with Client Managers and other groups within Client Services and Operations, you will promptly resolve queries and assist in the development of solutions to address clients’ needs and or issues. In addition, you will be accountable for ensuring all risk management and compliance policies are adhered to.

What will you do?

• Resolve Security Trade Settlement queries; liaise with Fund Managers and internal business units
• Provide a high level of client service by responding promptly and accurately to daily client queries and requests regarding the administration of their accounts in accordance with established Service Level Standards. Respond to specific Client/Fund Manager requests received via email, and telephone.
• Resolve and investigate all responses to queries, researching further information as appropriate and dealing directly with the client using a consultative partnership approach.
• Anticipate issues and proactively work to address concerns before they escalate and ensure all issues are logged on the internal query tracking tools for proper resolution.
• Advise Manager of all significant issues, suggest resolution where possible and escalate to the CSM as appropriate.
• Ensure all queries raised by Fund Managers, Clients and operational areas are responded to within time frames.

What do you need to succeed?

Must-have

• University degree in business administration, finance or equivalent
• Minimum of two years’ experience in Financial services industry (Global Custody/Investment Management/Fund Administration/Transfer Agency, or other relevant Financial Services experience)
• Strong verbal and written communication skills

Nice to have

• Familiarity with Investor Services systems & platforms
• Recognized financial industry qualifications (i.e. Canadian securities course or IFIC)
• Experience in client service roles

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

Accountability, Active Learning, Adaptability, Client Service, Communication, Critical Thinking, Customer Service, Detail-Oriented, Finance Industry, Financial Products, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Management, Product Services, Quick Thinking, Researching, Risk Management, Service Industries, Teamwork, Trade Services

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTO Toronto Canada 37.5 Full time WEALTH MANAGEMENT Regular Salaried 2025-08-11 2025-08-22

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.