Client Service Representative

1 week ago


FL United States RBC Capital Markets, LLC Full time

Job Summary

Job Description

What is the opportunity?

As a Client Associate/Registered Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients. You will be responsible for providing exceptional client service, managing administrative tasks, and maintaining accurate records. This is an excellent opportunity to develop your skills and knowledge in the financial services industry.

Key Responsibilities:

  • Build and maintain strong relationships with clients through effective communication and problem-solving skills.
  • Assist clients with account inquiries and provide timely responses to their needs.
  • Ensure compliance with regulatory requirements by maintaining accurate records and communicating with clients as needed.
  • Process transactions, such as transfers and trades, in a timely and accurate manner.
  • Maintain confidentiality and adhere to RBC's Code of Conduct.

Requirements:

  • Bachelor's degree or relevant work experience.
  • Strong communication, organizational, and client service skills.
  • Attention to detail and ability to work in a fast-paced environment.
  • Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months.
  • Ability to adapt to changing business and technology environments.

What's in it for you?

RBC Wealth Management offers a comprehensive Total Rewards Program, including bonuses, flexible benefits, and opportunities for career growth and development. You will have the chance to work in a dynamic, collaborative environment and make a meaningful impact on our clients' lives.

Job Skills:

  • Customer Knowledge
  • Customer Service
  • Customer Service Management
  • Group Problem Solving
  • Identifying Sales Opportunities
  • Interpersonal Relationship Management
  • Oral Communications
  • Perseverance and Follow-Through
  • Product Services
  • Sales Activities

Additional Job Details:

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

At RBC, we value diversity and inclusion:

We strive to create an inclusive workplace where employees can bring their true selves to work. We are committed to building diverse teams and providing equal opportunities for career growth and development.



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