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Job Description
- Req#: R-0000061971
Manage & coordinate the delivery of all client reporting and communications by working in concert with Product, marketing, and other internal stakeholders
Lead the completion and delivery of due diligence questionnaires (DDQs) and Requests for Information (RFIs)
Maintain & support relationships with key internal and external partners
Reconcile monthly expenses and provide exceptional service to the National Accounts team and Head Office contacts
Promote efficiencies by contributing to the continuous improvement of processes and procedures
Prepare and coordinate presentations, conference calls, dealer conferences, marketing materials, and other reporting
Previous experience in a sales or client facing role
A genuine interest in Capital Markets
Ability to build credibility and rapport with clients, peers, and partners via email, phone, and in-person
Ability to produce high-quality deliverables in a rapidly changing environment, with the skill to prioritize to ensure timely and accurate delivery.
Flexibility with respect to work tasks & managing priorities
Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and CRM
Completion of the Canadian Securities Course
Mutual fund or ETF industry experience
Enrollment in CFA an asset
Experience in customer service
French verbal and written skills are considered an asset
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
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.Associate National AccountsJob Title
Job Description
What is the opportunity?
The National Accounts Team, RBC Global Asset Management (GAM), is seeking an Associate to join their team. The National Accounts team cultivates relationships and opportunities with IIROC firms, independent dealers, asset managers and insurance companies. The National Accounts Associate plays an important role within the team by providing pre- and post-sales planning, support, and relationship management.
In this role, you will work closely with the VP, National Accounts in supporting the team’s activities to manage and grow the businesses. You will help support and maintain strong relationships with dealers and key stakeholders as well as oversee the completion of Requests for Proposals (RFIs), due diligence questionnaires (DDQs) and the delivery of value-added services.
What will you do?
What do you need to succeed?
Must Have
Nice to Have
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.
Job Summary
TORONTO, Ontario, CanadaAddress:
CAN-ON-TORONTOCity:
CanadaCountry:
37.5Work hours/week:
Full timeEmployment Type:
Wealth ManagementPlatform:
RegularJob Type:
SalariedPay Type:
2023-06-13Posted Date:
2023-06-28Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent Community
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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 rbc.com/careers.About the company
Royal Bank of Canada (RBC), is a diversified financial services company. The Company provides personal and commercial banking, wealth management services, insurance, investor services and capital markets products and services on a global basis. The Com...
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