What are the responsibilities and job description for the Client Service Analyst position at Royal Bank of Canada>?

Job Summary

Job Description

What is the opportunity?

The Client Service Analyst will work closely with Relationship Managers providing support on all aspects of client relationships. This includes contributing to the strategic goals and successful growth of relationships.

What will you do?

Work closely with client relationship team to perform analyses and provide support on all aspects of client mandates
Contribute to the achievement of strategic goals for assigned clients
Send standard monthly / quarterly deliverables (e.g. statements, reports, attestations, etc.)
Coordinate with operations, investment, marketing, compliance and distribution teams to support client relationships
Prepare client presentations and materials
Conduct research on client investment programs and update / maintain associated contacts
Handle ad hoc client requests
Provide support when relationship managers are on the road

What do you need to succeed?

Must-have

Bachelor’s degree required - in Finance, Business or related field preferred.

0-3 years financial services industry (investment management and / or mutual funds) experience

FINRA Series 7 and 63 required (or ability to obtain)

Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast-paced ever-changing work environment.

Must be extremely detail oriented and demonstrate exceptional project management skills

Demonstrate ability to work independently as well as collaboratively across all levels of RBC GAM and its affiliates.

Proficient in Microsoft Office Suite including demonstrated expertise with PowerPoint, Excel and Outlook skills.

Excellent interpersonal, organizational, written, grammatical and oral communication skills.

Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals.

Strong interest in financial markets and investment management industry.

Effective problem identification, analytical and resolution skills.

Adherence to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements, and proper licensing.

Nice-to-have

Pursuit of Industry Designations i.e. CAIA, CIMA, CFA, etc.

Experience with Salesforce CRM system

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.

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

Job Skills

Client Presentations, Client Relationship Building, Client Service, Customer Interactions, Customer Service, Customer Service Management, Detail-Oriented, Group Problem Solving, Oral Communications, Problem Management, Self-Starter, Team Collaboration, Teamwork, Written Communication

Additional Job Details

Address :

225 FRANKLIN STREET : BOSTON

City : Boston

Country :

United States of America

Work hours / week : Employment Type :

Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-02-18

Application Deadline :

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion 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.

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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 jobs.rbc.com .

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