Client Experience Consultant

Job Description

Job Description What is the opportunity? 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. What will you do? 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 BetaLink, ClientSource, 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 What do you need to succeed? 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 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, flexible benefits, and competitive compensation 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

Required Skills