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Service Specialist, Operations - Estate and Trust Services

Royal Bank of CanadaRoyal Bank of Canada·Financial Services

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About the role

Job Description

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

  • 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

  • Bilingualism (English and French)

  • 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

Communication, Financial Risk Management (FRM), Investment Performance, Quality of Service (QoS), Service Level Agreement (SLA), Teamwork

Additional Job Details

Address:

180 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-10

Application Deadline:

2026-07-01

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Skills & Tags

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Aplyr's read

Royal Bank of Canada stands as a financial giant in North America, attracting professionals in AI, digital transformation, and regulatory compliance.

Synthesized from recent postings & public sources

What's promising

  • RBC's strong market position in North America provides stability and growth opportunities.
  • The bank invests heavily in AI and digital transformation, offering cutting-edge roles.
  • RBC's diverse financial services cater to a broad client base, enhancing career variety.

What to watch

  • Regulatory scrutiny in the financial sector can impact operations and job stability.
  • Adapting to rapid technological changes may challenge some employees.
  • High competition in the financial industry could pressure profit margins.

Why Royal Bank of Canada

  • RBC's focus on AI modernization differentiates it in the financial services sector.
  • The bank's commitment to sustainability reporting highlights its forward-thinking approach.
  • RBC's extensive role variety in finance transformation attracts diverse talent.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Royal Bank of Canada

Royal Bank of Canada

Royal Bank of Canada

View company

Royal Bank of Canada (RBC) is one of Canada's largest banks and a leading financial services provider in North America, offering a wide range of financial products and services to personal, business, and institutional clients.

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