Bilingual Client Service Associate Jobs

Excellent verbal and written communication skills in both English and French.

Strong interpersonal skills and ability to work in a team environment.

Knowledge of Individual Traditional Life/Universal Life products would be an asset.

Responding to inquiries and providing technical, contractual information by interpreting contractual provisions, routine tax regulations, existing guidelines and system processes.

Project work may be required from time-to-time to support new initiatives, product enhancements and systems changes.

Change adaptive- you are flexible and thrive on working in a fast paced environment.

1+ years of work experience

Proven leadership skills and participation in extracurricular activities

Excellent networking and sourcing abilities, leveraging professional networks like LinkedIn and internal databases to engage and convince suitable experts

Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset

Academic achievement in any undergraduate field (Bachelor’s degree or higher)

Demonstrated interest in business and a goal-oriented mindset

Proficiency with MS Office programs, Outlook, faxing software, and database management

Tiered Benefits (health, dental, LTD) & an Employee Assistance Program for eligible employees

Defined Benefit Pension Plan with company contribution for eligible employees

Opportunities for skill development, eLearning, and career advancement

Experience with new health care technology such as CellTrak and Procura

Other duties/tasks as assigned by manager

All correspondence is to be attached and documented in Broker Management System by CSA. Qualifications:

Strong written, oral communication and presentation skills

High attention to detail with strong organizational skills

Paid Vacation and Personal Days

Paid Vacation & Personal Days

Client Service Associate is responsible for maintaining retention of current portfolio business by facilitating processes and procedures with efficiency.

Strong time management and organizational skills

Strong French & English oral and written communication skills, including active listening and relationship building

Passion for providing an exceptional client experience

Strong problem solving and conflict resolution capabilities

Experience in retail, sales or other customer service environment is an asset

You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.

Adhere to all policies and procedures and maintain a culture and operation of risk management

Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Prepare documentation and provide updates to IAs in preparation for client meetings

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities

Accept/create leads and ensure correct referral coding administration

Leverage strong interpersonal skills and product knowledge to execute daily customer-centric activities

Some customer service experience required

Strong client relationship and interpersonal skills

Must be fully bilingual with excellent verbal and written French and English language skills.

Organizational Skills: the ability to multi-task, set priorities, and follow up in a timely manner

Provide Tier 1 customer support

0-3 years of work experience

A client service mentality, ensuring you provide the best experience to our experts

Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset

Academic achievement gained in any undergraduate field (Bachelor’s degree or higher)

Participation in extracurricular activities with proven records of leadership

Strong interest and passion for the business world

Post secondary education in business or finance related field is considered an asset

Excellent and professional customer service skills

Strong communication and interpersonal skills

A background in financial services , hospitality or contact centre experience is preferable

Excellent Microsoft Office skills and an ability to learn multiple computer systems

Meeting established service targets and providing superior and accurate customer service

Effectively leverage Client Relationship Management tools to document actions and next steps

Be an advocate for RBC and RBC Royal Trust’s core service and product offerings

Exceptional client service capability and confidence in engaging clients through excellent written/verbal/electronic communication skills using a friendly, positive and professional tone

Ability to navigate between multiple systems with strong PC skills including Microsoft Office applications

1-2 years of related experience

Knowledge of estate and trust services with the ability to maintain current on related issues

Hiring manager: Manager, Client Success

Resilient in the face of challenges, the candidate is driven to overcome obstacles and deliver outstanding results.

Dedicated Health Spending Account (“HSA”): An additional budget available for you to spend on health-related expenses (e.g. eyeglasses, therapy).

Dedicated Wellness Budget: Spend your budget on activities that support your physical and mental wellness.

Maple Coverage: You’ll get unlimited access to Maple for primary care, and a package of therapy consultations.

Strong knowledge of social media management (Hootsuite, LinkedIn, Twitter)

Manage and update the company website

Provide friendly and professional client experience from incoming calls, e-mail, and on-site visits

2+ years of experience in a similar work environment

Strong attention to detail and communication skills

Knowledge of VFX and/or film/television industry is an asset

10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.

Administers and processes documentation related to client files and regulatory requirements.

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Proficiency with MS Office programs, Outlook, faxing software, and database management

Other duties/tasks as assigned by manager

Tiered Benefits (health, dental, LTD) & an Employee Assistance Program for eligible employees

Defined Benefit Pension Plan with company contribution for eligible employees

Opportunities for skill development, eLearning, and career advancement

Experience with new health care technology such as CellTrak and Procura

Hiring manager: Manager, Client Success

Resilient in the face of challenges, the candidate is driven to overcome obstacles and deliver outstanding results.

Dedicated Health Spending Account (“HSA”): An additional budget available for you to spend on health-related expenses (e.g. eyeglasses, therapy).

Dedicated Wellness Budget: Spend your budget on activities that support your physical and mental wellness.

Maple Coverage: You’ll get unlimited access to Maple for primary care, and a package of therapy consultations.

Drive business innovation and uncover business opportunities

Collaborate to create an end-to-end journey strategy from inception, and determine business value to be created

Inspire and foster a clear business vision across business platforms

Collaborate to create clear outcomes and business results

Ensure customer-driven design across user pain points, market needs, and usability test results

Develop and empower diverse, autonomous, high performing teams and build a supportive, fun community

Experience using a CMS, Ecommerce Platform, or Order Management tool;

DEC or experience in a related field;

A minimum of 3 years experience in a similar role, preferably in the retail industry;

Excellent communication skills in both French and English (verbal and written)

Advanced skills in MS Office suite;

DEC ou expérience dans un domaine connexe

Effectively leverage Client Relationship Management tools to document actions and next steps

Be an advocate for RBC and RBC Royal Trust’s core service and product offerings

Exceptional client service capability and confidence in engaging clients through excellent written/verbal/electronic communication skills using a friendly, positive and professional tone

Ability to navigate between multiple systems with strong PC skills including Microsoft Office applications

1-2 years of related experience

Knowledge of estate and trust services with the ability to maintain current on related issues

Are you ready to join a company offering career advancement opportunities throughout your career journey?

Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.

Are you looking for an inclusive environment with a culture of collaboration and belonging?

You can work overtime hours during peak seasons.

A strong focus on client satisfaction

Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.