# Client Service Representative

**Company**: RBC Dominion Securities
**Location**: George Town
**Job type**: full-time
**Category**: Customer Service
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/George-Town-Cayman-Islands/Investment-Advisor-Associate_R-0000191942?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_825ba6be-a3e

## Description

RBC Dominion Securities is seeking a Client Service Representative to join our team in George Town, Cayman Islands. As a Client Service Representative, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with Investment Advisors in managing client portfolios and wealth management planning opportunities.

**Responsibilities:**

- Assist with management of client investment portfolios including executing client trades directly into the capital markets, portfolio re-balancing and trade settlement

- Execute client wire payment and securities transfer requests

- Conduct timely review of daily reporting to follow-up on client transactions

- Be well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate and compliant

- Assist with the welcoming and onboarding of new clients including ensuring compliance with all regulatory/AML requirements and RBC policies

- Maintain client service plans with responsibility for managing timelines and key dates for client contact to ensure clients receive excellent service

- Respond to client inquiries in an understanding and time-efficient manner

- Effectively manage incoming communications from clients, colleagues, and other internal/external partners

- Leverage your planning skills to coordinate and prepare for meetings with clients or prospects

- Provide marketing and administrative support for the maintenance of electronic and physical communication channels

- Support the wealth management process and maintain an audit of wealth management activities

**Requirements:**

- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or equivalent; or the ability to obtain with 6 months of employment

- Derivatives Fundamentals Online (DFOL) as required by role and client portfolio complexity

- A relevant university degree

- Relevant international financial services experience and willingness to engage in continuing education

- Strong skills working with business applications/technology, including Microsoft Office Suite

- High quality time management and organization skills

- Demonstrated skills in providing world-class client service that will come across as professional, warm and friendly to our clients

- Exceptional verbal and written communication skills

**Nice-to-have:**

- Knowledge of RBC Dominion Securities’ systems and procedures

- Experience in the securities industry

- Familiarity with wealth management

**What’s in it for you?**

- A competitive compensation package including salary, bonus and pension

- Health insurance and comprehensive benefits

- 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

## Skills

### Required
- Customer Service
- Customer Service Management
- Decision Making
- Interpersonal Relationship Management
- Investment Management
- Investment Performance Measurement

### Nice to have
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry
- Familiarity with wealth management

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/George-Town-Cayman-Islands/Investment-Advisor-Associate_R-0000191942?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)