Advisor Concierge Efficiency Solutions Associate

What is the opportunity?

As an Advisor Concierge Efficiency Solutions Associate, you will be part of a team that provides expertise and guidance to Advisor & Investment Counsellor teams to settle estate accounts. By providing subject matter expertise and support, you will alleviate the administration burden on Advisor/IC teams and enable them to better serve their clients in a time of need.

Using your experience, expertise, and business rules, you will guide associates on the process; providing them clear instruction on what is required from the deceased’s family and/or executor. You will submit Operational requests to help settle the estate in a timely fashion ensuring accuracy and completeness. You will be available to answer questions via email and phone and liaise with other experts e.g. WTRG, Ops, Legal, Compliance where appropriate.

As the team evolves, you will be open to managing other types of accounts and processes outside of Estates.

What will you do?

• Create timely estate summaries to guide Associates on next steps

• Provide clarification and guidance verbally and in writing

• Follow up on cases including missing documentation and Ops fulfillment

• Stay current on new rules and process while also looking for opportunities to streamline the process and remain curious to find innovative ways to do old things.

• Proactively identifies and monitors service quality performance gaps/trends against established SLA standards.

• Analyzes root cause and recommends solutions/action plan.

• Provides advice and counsel for service quality efficiency, effectiveness and client care opportunities.

• Support the implementation of change process of business strategies, evolving interdependencies related to service quality, problem resolution and related initiatives with field impact or specific to the group.

• Develop and enhance relationships with Service Partners to enhance interdependency performance, ensuring equitable balance between service efficiency and effectiveness and the client experience.

• Participate in cross-functional initiatives within Wealth Management, acting in a consultative capacity as required for the department manager

Must haves

• Ability to communicate (verbal & written) in both English & French and partner effectively with Front Office professionals (Investment Advisors, Investment Counsellors Branch Administrators, and Branch Managers) to research/resolve matters.
• Exceptional relationship management and analytical skills.
• Attention to detail and organization skills
• Proficiency in MS Excel and other MS programs
• Knowledge/ willingness to learn Wealth Management procedure and controls
• Ability to work under pressure and meet tight deadlines
• Ability to adapt quickly and multi-task

Nice-to-haves

WMC Field Experience

Expertise with RBC Wealth Management systems and forms

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• Work in a dynamic, collaborative, progressive, and high-performing team

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services

Job Skills

Additional Job Details