Account Transfers Coordinator - 12 Month Contract

Job Description

What is the Opportunity?

As a successful candidate, you will be responsible for ensuring all Account Transfers requests for Wealth Management clients coming from other financial institutions into RBC, are monitored and completed in a timely manner. You will utilize your excellent communication skills to address transfers related matters with various external partners. As a professional, representing RBC and its values, you will use your skills when dealing with other Financial Institutions to address and resolve issues related to the transfer requests.

As Canada’s undisputed bank, RBC Royal Bank believes that supporting the growth and development of their employees is fundamental to our organization’s continued success. This role will appeal to individuals who have current or past experience in/knowledge of various operating systems such as CDS, Fundserv, Broadridge (BTS), etc.

Candidates may already be working in a client service role within Royal Bank, or have already been in such a role, and would like to further be part of the team at Canada’s largest and most successful financial company. The skills and desire to provide excellent client service are essential to ensure our clients receive an exceptional experience in all engagements.

** NOTE: This is a 12 mos. contract position.

What will you do?

• Ensure transfers are processed accurately and completed in a timely fashion
• Provide support to other operations members and branches as defined in Service Level Agreements (SLA)
• Ability to prioritize daily tasks
• Ensure that quality service is provided and represent RBC in a professional manner at all times.

What do you need to succeed?

• Strong client service orientation within financial industry as demonstrated by proven track record (Preferred).
• Microsoft Office skills, intermediate level.
• Proven organizational skills, self-motivated individual.
• Excellent communication skills – written and verbal.
• Strong interpersonal skills and ability to work in a team environment.

Nice to have:

• Knowledge of BTS, CDS, Fundserv, and DTC
• Knowledge of Sales Platform, CART, Service Platform, Peoplesoft
• Knowledge of Account Transfer processes
• Bilingual in French and English

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.

• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Opportunities to building close relationships with clients
• Access to a variety of job opportunities across business and geographies

About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.
We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-sustainability.
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
JOB SUMMARY
City: Toronto
Address: 6880 Financial Drive (Meadowvale)
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Contract
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Application Deadline: 11/08/2019
Req ID: 200772

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