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From the employer's careers site First seen 7 Nov 2026

Portfolio Administration Team Member

The employer hasn't listed a salary.

Apply on Royal Bank of Canada (RBC)

Description

We are seeking a Portfolio Administration Team Member to provide superior client service and resolution at first point of contact for RCAP clients and sales/service partners.

Responsibilities:

  • Use multiple systems and technology applications to provide efficient and effective single point of contact for clients and service partners/third parties relative to technical or procedural support for RCAP products/services
  • Draw on in-depth organization experience and product knowledge to act in an advisory capacity for service partners regarding products and services as well as systems/applications navigational support to ensure a positive client experience
  • Resolve complex and/or unique issues and assume accountability to inform/engage/escalate to the appropriate departments for resolution
  • Maintain a proactive approach, ensuring ongoing or recurring problems relative to technology applications and/or product/process issues are documented and investigated, recommending solutions whenever possible
  • Work to identify specific client care problem sources through effective listening, probing and clarifying and refer to appropriate department/functional environment for resolution
  • Answer calls and email inquiries as per established Grade of Service and/or service quality standards ensuring all targets are met

Requirements:

  • Strong knowledge of Ambit, MS Office (Excel and Word), ECM, Express OS
  • Strong knowledge of lease, financing and ancillary documentation
  • Superior understanding of PPSA laws across the country
  • Excellent negotiation skills
  • Excellent written and verbal communications
  • Excellent organizational skills and ability to effectively manage time and priorities. Strong ability to multi-task
  • Detail-oriented and able to understand the terms and conditions of the contracts
  • Ability to work well within a team and independently
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs

What's in it for you?

  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work

Skills

Required

  • Ambit
  • MS Office
  • ECM
  • Express OS
  • PPSA laws
  • negotiation
  • written and verbal communications
  • organizational skills
  • time management
  • multi-tasking
  • detail-oriented
  • contract understanding
  • team work
  • independence
  • French

Ready to apply?

You apply with the employer directly. Their original posting is here: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/BURLINGTON-Ontario-Canada/Bilingual-Customer-Service-Agent_R-0000190776

Apply on Royal Bank of Canada (RBC)