Job Summary
Job Description
What is the opportunity?
The Client Experience Consultant is responsible for delivering comprehensive account servicing in a team-based model for RBC Advantage clients. This role will provide sales support, facilitate securities transactions, and deliver financial education, primarily in response to inbound calls. In addition, representatives will identify sales opportunities during conversations with clients and look to establish account review/needs based meetings with an RBC Advantage Financial Advisor.
What will you do?
- Respond to incoming calls efficiently and effectively, providing a high level of service and timely follow-up, asking appropriate questions, disseminating investment information and education as appropriate
- Open new accounts for existing clients as warranted and facilitate securities transactions at client's request
- Research and resolve general inquiries within client accounts
- Compose effective client communications in accordance with established policies and procedures
- Pivot dialogue with the intent to establish an account review meeting with one of the RBC Advantage Financial Advisors
- Develop proficiency with available technology as it relates to client service and business enhancement (including but not limited to BetaLink, ClientSource, Bond Desk, Morningstar, Outlook, InfoNET, Sales Force)
- Achieve solid understanding of eligible product offering including mutual funds, 529s plans, RBC Strategic Mutual Fund Portfolios, RBC Dynamic Allocation Portfolios, and other investment products (equities, fixed income, etc.)
- Stay current with market and industry trends and developments
- Be knowledgeable of and comply with all rules and regulations of the firm and regulatory agencies
- Perform other duties as required that contribute to the overall effectiveness of the position as well as to the team as a whole
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What do you need to succeed?
Must-have
- Bachelor's degree or equivalent work experience
- 3 or more years of financial services industry experience with a focus on client service
- Series 7, Series 66 or ability to obtain within 120 days of hire
- Knowledge of investments, the markets and regulatory policies and procedures
- Strong verbal and written communication skills
- Ability to work effectively in a fast-paced, time-sensitive environment, managing multiple demands and competing priorities
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.
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Communication, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Group Problem Solving, Interpersonal Relationships, Problem Management, Product Services
Additional Job Details
Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-05-01
Application Deadline:
2024-05-31
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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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 .