Client Experience Consultant

Socket.dev; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Job summary

RBC Wealth Management Minneapolis is seeking a Client Experience Consultant to deliver account servicing for RBC Advantage clients. You'll respond to inbound calls, support sales, facilitate securities transactions, and educate clients, aiming to schedule account review meetings with an RBC Advantage Financial Advisor.

You will use tools like BetaLink, ClientSource, Tradeweb Direct, Infinity, Outlook, InfoNET and Salesforce while staying current on investments and regulatory policies.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Two or more years of financial services experience focusing on client service.
• SIE, Series 7, Series 63 or ability to obtain within 120 days.
• Knowledge of investments, markets, and regulatory policies.
• Strong verbal and written communication skills.
• Ability to manage multiple demands in a fast-paced environment.

Responsibilities

• Respond to incoming calls with high service and timely follow-up.
• Open new accounts and facilitate securities transactions.
• Research and resolve general inquiries within client accounts.
• Compose effective client communications per policies.
• Pivot dialogue to establish review meetings with RBC Advantage Advisors.
• Develop proficiency with technology (BetaLink, ClientSource, etc.).
• Stay current with market trends and regulatory changes.
• Perform other duties supporting team effectiveness.

Skills

Client service

Verbal communication

Written communication

Investment knowledge

Regulatory policies

Time management

Education

Bachelor’s degree or equivalent work experience

Tools

BetaLink

ClientSource

Tradeweb Direct

Infinity

Outlook

InfoNET

SalesForce

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 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

Job Skills

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

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: 2026-08-28

Application Deadline: 2026-11-30

Note:

Applications will be accepted until 11:59 PM on the day prior to the application deadline 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.

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 at RBC. Qualified applicants may be contacted to review their resume in more detail.