Client Representative

Job Description

What is the opportunity?

A Client Service role within Client Operations providing day to day custody servicing to Insurance and other financial institution clients.  This mandate includes oversight and responsibly to ensure all monitoring and reporting for OSFI-regulated accounts is completed appropriately. You will learn to work proactively and collaboratively with your colleagues and with internal operations teams to ensure delivery of a positive, client centric outcome.

What will you do ?

• Respond promptly and accurately to daily client queries and requests within SLA
• Investigate and resolve all responses, 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
• Process day-to-day free asset transfers (non-transitions related)
• Advise Manager of all significant issues, suggesting ways to resolve
• Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of clients’ issues
• Research and follow-up on overdraft positions on a daily basis
• Manage and complete various components of the audit request (i.e. financial statement, cash flow activity analysis/explanations)

What do you need to succeed?

Must haves:

• Excellent interpersonal skills and networking abilities with clients and internal
• Good verbal and written communication skills
• Client management skills
• Risk Assessment & quantification methodologies
• Issues escalation and resolution
• Facilitation Skills
• Organizational & time management skills
• Understanding of investment industry and client requirements

Nice-to-have:

• Solid understanding of Risk Management & Compliance requirements relating to KYC & AML
• Pertinent industry & regulatory/compliance requirements
• Knowledge of systems and processes used by RBCIS (preferred)
• Preferably 3 to 5 years relevant working experience. 

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.

Job Skills

Accountability, Active Learning, Adaptability, Client Service, Communication, Customer Service, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-28

Application Deadline:

2026-08-13

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.