Service Specialist, Operations - Estate and Trust Services

Job Responsibility:

Job Summary

What is the opportunity?

As a Service Specialist in the Estate and Trust Service team, you will be a central point of contact and relationship manager to the front office personnel and internal partners as it pertains to operations matters. You will be a point of escalation for service quality, problem resolution, operational inquiries, and issues/opportunities management. You will also liaise with the various operations processing centers-of-excellence to research and investigate inquiries and issues, resolve concerns, and champion business requests to ensure a seamless operations service experience.

What will you do?

• Champion service quality awareness and continuous improvement of operational matters for our partners.
• Subject Matter Expert for service escalation and problem resolution. Use extensive procedural knowledge and technical expertise of group functions for resolution, understanding full impact of the end-to-end process on Canadian Operations.
• Research inquiries, issues, and concerns - “carry the baton” to obtain status updates, answers, and solutions - providing seamless service to our business and internal partners.
• Advocate for strong Service Level Agreement (SLA) performance and delivery through ongoing monitoring and coaching within the department and across Canadian Operations, as required.
• Proactively identify and monitor group service quality performance gaps/trends against established SLA standards. Analyze root cause and recommend solutions/action plan. Provide advice and counsel for service quality efficiency, effectiveness, and client care opportunities.
• Leverage internal/external contacts to address/resolve issues/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.
• Prepare accurate and timely documentation and reports.

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent, or high school diploma with 3 years or more of work experience
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
• Minimum of 1 year of securities, banking, technology, or related industry experience
• Exceptional relationship management and analytical skills. Ability to communicate and partner effectively with front office professionals (Investment Advisors, Portfolio Manager, etc.) to research and resolve operations related matters.
• Ability to work independently and adhere to committed deliverables in a fast-paced, dynamic work environment
• Ability to present information and data in a structured manner to stakeholders of varying seniority levels across the organization

Nice-to-have

• 4-year degree from an accredited university in business, finance, or related field
• CFA Program candidate

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.

• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-05

Application Deadline:

2025-07-07

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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