Client Experience Associate

Job Description

What is the opportunity?The Client Experience Associate is the first line of support and problem resolution for selected products and services. The successful candidate will apply experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments.
What will you do?

Help manage incoming communications from clients, Advisors and other internal and external partners.

Provide attentive and accurate service to clients and respond to their needs

Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed.

Complete administrative and operational tasks to support Advisor teams: process incoming and outgoing funds, process account opening and maintenance documentation, etc.

Answering inbound customer service calls. Providing entry-level troubleshooting and redirecting phone calls when appropriate.

Identifying order issues and determining appropriate course of action for effective resolution.

Obtaining initial loss information from customers and beginning claims processing.

Addressing minor coverage issues and resolving minor complaints. Ensuring all customer communication is clearly documented.

What do you need to succeed?
Must-have

Meticulous attention to detail and excellent time management skills

Strong Microsoft Office skills

A professional approach to all situations to create a positive working environment

Ability to complete duties independently seeking out own answers and solutions

Nice-to-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) is an asset

Knowledge of RBC Dominion Securities’ systems and procedures, an asset

Experience in the securities industry is an asset

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

A world-class training program in financial services

Job Skills
Additional Job Details

Address:

201 PORTAGE AVE:

WINNIPEG

City:

Winnipeg

Country:

Canada

Work hours/week:

37.5

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
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.