Branch Operations Associate

Winnipeg, MB, Canada

Job Description


































































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\xe2\x80\x99re 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.




































Job Title Branch Operations Associate




































What is the opportunity? This is a hybrid role. The successful candidate will join the Branch Operations team while also overseeing reception. Branch Operations is the first line of support and problem resolution for selected products and services. The successful candidate will apply experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments. What will you do?

  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Provide attentive and accurate service to clients and respond to their needs
  • Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.
  • Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.
  • Answering inbound customer service calls. Providing entry-level troubleshooting and redirecting phone calls when appropriate.
  • Identifying order issues and determining appropriate course of action for effective resolution.
  • Obtaining initial loss information from customers and beginning claims processing.
  • Addressing minor coverage issues and resolving minor complaints. Ensuring all customer communication is clearly documented.
What do you need to succeed? Must-have
  • Meticulous attention to detail and excellent time management skills
  • Strong Microsoft Office skills
  • A professional approach to all situations to create a positive working environment
  • Ability to complete duties independently seeking out own answers and solutions
Nice-to-have
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset
  • Knowledge of RBC Dominion Securities\xe2\x80\x99 systems and procedures, an asset
  • Experience in the securities industry is an asset
What\xe2\x80\x99s 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
  • A world-class training program in financial services





































Job Summary




































Address: WINNIPEG, Manitoba, Canada




































City: CAN-MB-WINNIPEG




































Country: Canada




































Work hours/week: 37.5




































Employment Type: Full time




































Platform: Wealth Management




































Job Type: Regular




































Pay Type: Salaried




































Posted Date: 2023-02-17-08:00




































Application Deadline: 2023-03-03-08:00







































































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.




































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Job Detail

  • Job Id
    JD2114857
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Winnipeg, MB, Canada
  • Education
    Not mentioned