Client Service Manager

Royal Bank of Canada•Edina, MN

11d•$55,000 - $95,000

About The Position

As a Client Service Manager for RBC’s US Clearing and Custody (C&C) business you will be a primary point of contact and escalation for a group of assigned firms. You will coordinate solutions to complex client issues through the introduction of RBC’s resources including purchase and sales and settlements and trade support. In addition, you will serve as a client advocate in sharing client needs within RBC and act as a conduit for general communications with assigned C&C relationships.

Requirements

Bachelor’s Degree, preferably in business, marketing, finance, or equivalent experience
3+ years in trading or institutional services support
Institutional brokerage experience
Strong understanding of brokerage trading and settlements
Exceptional customer service and problem resolution skills
Ability to balance client and organizational needs
Excellent communication skills, both written and oral

Nice To Haves

Strong user knowledge of Microsoft Office (Word, Excel, and PowerPoint)
Demonstrated ability to execute projects and implement change
Series 7, 63,65 (66)
Excellent negotiation skills

Responsibilities

Serve as the primary point of contact for assigned institutional clients. Coordinating cross-functional solutions across RBC departments (Trading, Settlements, Trade Support, and P&S)
Act as a client advocate internally, ensuring institutional needs are prioritized and communicated across RBC’s platform
Manage complex escalations (e.g., trade breaks, regulatory inquiries, account set ups) with urgency and precision
Develop deep partnerships with institutional client leadership to understand their investment strategies, operational workflows, and long-term objectives
Conduct regular meetings and strategic reviews to align RBC’s capabilities with client goals
Proactively identify risks (e.g., regulatory changes, market volatility) and position RBC as a solutions provider
Advise clients on RBC’s institutional product suite
Maintain expertise in institutional regulations (e.g., SEC, FINRA) and RBC’s compliance frameworks to guide clients through complex requirements
Lead client adoption of new technologies (e.g., vendor integrations, onboarding)
Streamline client workflows by collaborating with RBC’s operations teams
Log client interactions in a CRM for transparency and trend tracking

Benefits

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
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.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
The expected salary range for this particular position is $55,000-$95,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value