Job Listing
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| Job ID: 14048581 |
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | RBC Advantage Client Experience Consultant-2 |
| Work Type: | Work Days: Work Vary: Yes , Shift: Other, Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Unspecified |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | High School Diploma/GED |
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| Experience Required: | Unspecified |
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| Required Skills: | Please see the job description for information about required job skills. |
| Preferred Skills: |
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| Job Description: |
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.
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Expand your limits 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.
Refer to ID 79187694 when applying |
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