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Associate, Client Engagement

Careers @ RPIA

This is a Contract position in Vancouver, ia posted July 18, 2021.

RPIA is a specialized fixed income manager with deep expertise in corporate bonds and active interest rate management.

The firm was founded in 2009 by a highly experienced team who had previously run the global fixed income arm of Canada’s largest bank.

Based in Toronto, RPIA now has over 65 employees including investment and risk management professionals with a collective experience set complementary to that of our founders.

More than ten years in, we are now managing approximately $6 billion for a broad investor base of institutions and private clients.

RPIA remains independent, privately owned by employees who have $150m invested alongside our clients.

RPIA is committed to creating a diverse and equal opportunity culture and we celebrate our inclusive work environment therefore we strongly encourage members of all equity seeking groups to apply.

If you are a person with a disability and require assistance during the application process, please let us know, we will provide accommodations and will work with you to meet your needs.

Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and equity seeking groups tend to only apply when they check every box.

Think you have what it takes, but not sure you check every box?

Apply to the role anyway Associate, Client Engagement Reporting to the Manager, Client Operations, this role will be working in a small team and be responsible for all aspects of operations and administrative support.

You must possess a great attention to detail, the ability to meet deadlines without compromising accuracy or quality and have great communication skills.

The role will also work on a variety of tasks to address client needs and the smooth operation of client accounts.

Desired Outcomes Respond to client and advisor account and trade inquires in a timely manner Assist with the production of monthly internal metrics reports Assist with advisor subscription/redemption requests.

Actively contribute to the resolution of all requests from clients with an exceptional service Ensure accuracy and reliability of CRM system (Backstop) including maintaining and updating client information, client holdings and market values.

Carrying out other duties as assigned Critical Competencies Integrity – a pro-active, positive, professional who takes ownership of their role & responsibilities Brand Promotion –required to represent the firm with confidence and in a way representative of the firm’s commitment to excellence in client experience Technical knowledge
– Strong knowledge of Microsoft Office, including advanced Microsoft Excel skills Communication
– excellent verbal and written skills with exceptional interpersonal skills Organization and Planning – excellent time management skills and the ability to thrive in a demanding environment of constantly changing deadlines, last minute requests, and multiple operational demands Persistence – exceptional problem-solving skills with strict attention to detail and a commitment to deliver above and beyond expectations Teamwork
– A team player with a positive attitude and a willingness to contribute however and wherever possible Operational excellence
– Knowledge of ethical standards and control principles with the confidence to uphold RPIA’s control and service standards Requirements 2-3 years experience working in Financial Services preferably in a client facing role at an investment dealer University degree, preferably in finance, accounting or related discipline Advanced Excel skills, specifically: pivot tables, V/H-look ups, macros, what if analysis, power query, power pivot and dashboards Basic knowledge of financial processes Canadian Securities Course an asset ​ What RPIA Can Offer Competitive salary commensurate with experience Opportunity for growth, development, and continuous learning Collaborative teamwork environment Additional Information Position Type: Full-Time Work Location: 39 Hazelton Avenue, Toronto, Ontario, M5R 2E3 COVID-19 considerations: Most of our workforce is currently working from home until further notice.

Specific mission critical individuals work on site under COVID preventative guidelines.

Our offices are equipped with enhanced air filtering systems and undergo regular deep cleanings.

Must be legally eligible to work in Canada at the location specified above and, where applicable, must have a valid work permit or study permit that allows the candidate to fulfill the requirements of the role.

Please let us know if we can provide disability related accommodation to support your participation in our selection process Apply directly through: