Client Consultant

Client Experience Consultant

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.

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 Beta Link, Client Source, Tradeweb Direct, Infinity, Outlook, InfoNET, Sales Force)

Achieve solid understanding of eligible product offering including mutual funds, 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

Must-have

Bachelor's degree or equivalent work experience

Two or more years of financial services industry experience with a focus on client service

SIE, Series 7, Series 63 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

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.

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.

Opportunities to do challenging work.

Opportunities to build close relationships with clients.

The expected salary range for this particular position is $55,000-$95,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC's high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Client Service, Communication, Customer Accounts, Customer Communications, Customer Experience (CX), Customer Follow-Ups, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Facilitation, Financial Products, Financial Services Industry, Fixed Income Investments, Group Problem Solving, Interpersonal Relationships, Investment Products, Investments, Mutual Funds, New Accounts, Oral Communications, Problem Management, Product Services, Written Communication

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