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