Client Experience Consultant

3 weeks ago

Minneapolis, Minnesota, United States Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

The Client Experience Consultant (CEC) is responsible for delivering comprehensive account servicing in a team-based model for RBC Advantage clients. The CEC 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?

  • Responding to internal/external client inquiries and delivering appropriate information or referring to appropriate function or people.
  • Educating customers on the usage of products/services of RBC Wealth Management and on additional available benefits and services.
  • Handling inbound calls from customers, answering inquiries and providing accurate information to customers.
  • Responding to customer inquiries and providing a speedy and thorough resolution to customer needs.
  • Be initial contact for RBC Advantage Wealth Management client inquiries, look to set client account review appointments with and RBC Advantage Financial Advisor.

What do you need to succeed?

Must-have

  • College degree or equivalent work experience
  • 3+ years financial services experience
  • Knowledge of investments, the markets and regulatory policies and procedures
  • Series 7, Series 66 or ability to obtain within 120 days of hire

Nice-to-have

  • Strong verbal and written communication skills
  • Strong inter-personal skills with that ability to build relationships and work effectively with a wide range of personal styles
  • Analytical, problem-solving and computer skills (Excel, Internet Explorer, Word, Outlook)
  • 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:

Application Deadline:

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.
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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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