Current jobs related to RBC Advantage Client Experience Consultant-2 - Minneapolis - RBC
-
Client Experience Specialist
1 week ago
Minneapolis, Minnesota, United States RBC Full timeJob SummaryThe Client Experience Consultant is a key role in delivering exceptional account servicing to RBC Advantage clients. This position requires a strong focus on sales support, securities transactions, and financial education, primarily through inbound calls. The ideal candidate will identify sales opportunities and establish account...
-
Client Experience Specialist
6 days ago
Minneapolis, Minnesota, United States RBC Full timeJob SummaryThe Client Experience Consultant is a key role in delivering exceptional account servicing to RBC Advantage clients. This position requires a strong focus on sales support, securities transactions, and financial education, primarily through inbound calls. The ideal candidate will identify sales opportunities and establish account...
-
Client Experience Specialist
1 day ago
Minneapolis, Minnesota, United States RBC Full timeJob SummaryThe Client Experience Consultant is a key role within RBC's Wealth Management team, responsible for delivering exceptional account servicing to clients in a team-based model. This position requires a strong focus on sales support, facilitating securities transactions, and providing financial education to clients.Key ResponsibilitiesRespond to...
-
Client Experience Specialist
3 days ago
Minneapolis, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryThe Client Experience Consultant is a key role within RBC Capital Markets, LLC, responsible for delivering exceptional account servicing to clients. This position requires a strong focus on customer satisfaction, sales support, and financial education.Key ResponsibilitiesRespond to incoming calls and provide timely follow-up, ensuring a high level...
-
Senior Business Technology Experience Consultant
3 weeks ago
Minneapolis, United States RBC Full timeJob Summary Job Description What is the opportunity? The Senior Business Technology Experience Consultant will drive technology planning and design for evolving the digital experience of the field, clients and other users. Align the technology roadmap and implementation plans to support a best-in-class digital experience. Responsible for experience design,...
-
Digital Solutions Specialist
3 weeks ago
Minneapolis, United States RBC Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our Marketing team. The Digital Solutions Specialist is responsible for content publishing, maintenance and support of the RBC Wealth Management Financial Advisor Websites, social media for Business and corporate...
-
Digital Solutions Specialist
3 weeks ago
Minneapolis, United States RBC Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our Marketing team. The Digital Solutions Specialist is responsible for content publishing, maintenance and support of the RBC Wealth Management Financial Advisor Websites, social media for Business and corporate...
-
Salesforce Software Developer
1 month ago
Minneapolis, United States RBC Full timeJob Summary Participates in the technical design, development, and implementation of application systems. Applies complete knowledge, skills, and practices to perform assignments. Job Description In this role you will deliver cutting edge...
-
Organizational Change Management Consultant
1 month ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? The RBC US Wealth Management - Organizational Change Management team leads change management planning and execution for the firm's top strategic priorities. This role collaborates with key change partners and senior leaders to create and implement change management strategies and plans that maximize...
-
Lead Business Intelligence Analyst
3 weeks ago
Minneapolis, Minnesota, United States RBC Full timeLead Business Intelligence Analyst - RBCOverview: This pivotal role focuses on collaborating with business stakeholders to drive data analysis initiatives.Engineering data solutions and delivering in-depth analytical insights Assessing product/service engagement and usage metrics Implementing predictive and prescriptive analytics Identifying and highlighting...
-
Product Consultant
1 month ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? This position is responsible for promoting advisory, fee-based program sales by educating Financial Advisors (FAs) on programs offered, providing program recommendations, service and support, developing and facilitating ease of doing business initiatives, assisting the Advisory risk monitoring process,...
-
Product Consultant
2 months ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? This position is responsible for promoting advisory, fee-based program sales by educating brokers on programs covered, providing program recommendations, service and support to Financial Advisors (FAs), developing and facilitating ease of doing business initiatives, assisting the IAG risk monitoring...
-
Marketing Automation Program Lead
3 weeks ago
Minneapolis, United States RBC Full timeJob Summary Job Description What is the opportunity? The Marketing Automation Program Lead is responsible for helping build and grow the Salesforce Marketing Cloud system through strategic digital marketing initiatives. The Lead will partner with business stakeholders, marketing strategists, Salesforce CoE, and digital measurement teams to brainstorm, gather...
-
Senior Applications Manager
4 months ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What Is the Opportunity? In this role you will be leading a team of Salesforce and Mulesoft professionals to deliver cutting edge features to our Financial Advisors. As part of the team, you will be an active member in our Salesforce Center of Excellence, which works closely with Salesforce to drive roadmap items and are...
-
Principal Solutions Architect
4 weeks ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity?As a Principal Solutions Architect you will partner with IT, Operations and business stakeholders to lead development of the end to end technical solution architecture for high complexity and high risk IT initiatives (i.e. $1 million - $20 million). This position is primarily responsible for the creation...
-
Institutional Portfolio Analyst-GAM
1 month ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? As an Institutional Portfolio Analyst at RBC Global Asset Management, U.S. you are the key provider of accurate investment portfolio data to RBC GAM-US.Your primary responsibilities encompass three general areas: communication of accurate data to multiple internal groups, accurate investment portfolio...
-
Salesforce Software Developer
1 month ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Participates in the technical design, development, and implementation of application systems. Applies complete knowledge, skills, and practices to perform assignments. Job Description In this role you will deliver cutting edge features to our Financial Advisors. As part of the team, you will be an active member in our Salesforce Center of...
-
Operations Associate III
2 months ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! The Cost Basis department is responsible for the maintenance of our clients' cost basis records. You will partner with Financial Advisors and Client Associates to address questions or...
-
Director Applications
3 months ago
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? Lead the application development activities affiliated with the centralized data and analytics solutions, and lead the overall centralized integration space for the US geography.This job will allow for proper segregation of duties between the change the business activities, for which this position will...
-
Minneapolis, United States RBC Capital Markets, LLC Full timeJob Summary Job Description What is the opportunity? As the Head of Wealth Management (WM) US Litigation, you will have responsibility and accountability for overseeing and managing pending and actual litigation and regulatory matters for RBC's US Wealth Management business segment on an individual and portfolio basis. Managing this function includes...
RBC Advantage Client Experience Consultant-2
4 months ago
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 tointernal/external clientinquiries and delivering appropriate information or referring to appropriate function or people. Educating customers on the usage of products/services of RBC Wealth Managementand on additional available benefits and services. Handling inbound calls from customers, answering inquiries and providingaccurate 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 reviewappointments 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: 2024-04-22 Application Deadline: 2024-05-22 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limi s 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 . RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status or any other legally-protected factors.
