Client Services Consultant

Job Description

What is the opportunity?

As a Client Services Consultant, you'll be part of the Transformation, Experience and Adoption team. This is a program designed to provide assistance for PCG support personnel on temporary leave (4-6 months). This role will provide a full range of support services including, but not limited to answering client questions, scheduling meetings and providing meeting materials, financial transactions, account opening and maintenance, and cash management services.

In addition, championing the use of best-in-class technology for managing the day to day business for both clients and advisors.

The Client Services Consultant role is uniquely structured as a national hybrid model, offering both flexible short- to mid-term virtual and on-site support serving as a critical resource for complex/branch offices. Client Services Consultants will travel to support planned absences for specific key employees on leave ensuring we reduce the burden of support on permanent staff, while enhancing the efficiency and effectiveness of the branch/advisor team's technology adoption and operational flexibility across all divisions and complexes.

What will you do?

• Proactively support the assigned advisor (and team's) efforts to build their business and effectively service their clients.
• Scheduling client/prospect meetings and preparing materials.
• Respond to all client-initiated contact, assisting them with a full range of support services including, but not limited to financial transactions, account opening and maintenance, and cash management services.
• Actively listen and engage clients in conversation to further understand their individual needs and take ownership of account/market inquiries and escalations.
• Provide subject matter expertise in a broad range of technology applications and systems, processes, programs, and tools.
• Develop and maintain key technology relationships with corporate partners to support operational effectiveness during branch assignments.
• Proactively drive technology adoption and productivity by leveraging best-in-class tools to enhance client experiences and deepen advisor/team engagement.
• Manage multiple projects and tasks simultaneously with tight deadlines and competing priorities.
• Actively listen and engage clients in conversation to further understand their individual needs and take ownership of account/market inquiries and escalations.
• Perform other duties/assignments and special projects, as needed, from corporate leadership.
• Develop and maintain digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) to support and present on all client-facing technologies.
• Continue to improve and develop skills, techniques and knowledge by participating in ongoing professional development programs.
• Periodically travel with recruit onboarding and recruit training consultants to support new advisors/teams integration into RBC working flexible hours based on business need.
• Maintain confidentiality in accordance with RBC's Code of Conduct.
• Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interest of the client and RBC.

What do you need to succeed?

Must-have

• Bachelor's degree or equivalent work experience
• Excellent interpersonal communication and listening skills
• Strong written and oral communication skills in addition to presentation skills
• Attention to detail coupled with the mindset of how you can make advisors/teams more efficient and effective through technology adoption
• Ability to adapt to a rapidly changing business and technology environment
• SIE, Series 7, Series 66 (or 63/65) licenses or the ability to obtain licensing within 180 days/6 months of hire
• Ability to travel nationally up to 30% and ability to work all business/extended hours (i.e., time zones)

Nice-to-have

• 3-5 years of financial services experience
• SIE, Series 7, Series 66 (or 63/65) licenses
• Comprehensive knowledge of investment products and strategies
• Track record in building rapport and maintaining client relationships within the financial or service industry

Job Skills

• Communication
• Customer Service
• Data Gathering Analysis
• Detail-Oriented
• Human Resources Operations
• Office Tools
• Time Management
• Training and Development
• Training Operations
• Training Programs

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:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Inclusion and Equal Opportunity Employment

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