Client Service Analyst

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

Additional Job Details

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