Client Experience Specialist, Financial Services

RBC; Minneapolis (MN); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Job summary

RBC is seeking a Client Experience Consultant in Minneapolis to deliver comprehensive account servicing within a team-based model for RBC Advantage clients. The role focuses on inbound interactions, sales support, and facilitating securities transactions while educating clients on investments.

You will identify sales opportunities during conversations and arrange account reviews with RBC Advantage Financial Advisors, leveraging a range of RBC platforms and market knowledge.

Qualifications

• 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.

Responsibilities

• Respond to incoming calls efficiently and effectively, providing a high level of service and timely follow-up.
• 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 an RBC Advantage Financial Advisor.

Skills

SIE

Series 7

Series 63

Client service

Investment knowledge

Education

Bachelor’s degree or equivalent work experience

Tools

BetaLink

ClientSource

Tradeweb Direct

Infinity

Outlook

InfoNET

Sales Force

Job description

RBC is seeking a Client Experience Consultant in Minneapolis to deliver comprehensive account servicing within a team-based model for RBC Advantage clients. The role focuses on inbound interactions, sales support, and facilitating securities transactions while educating clients on investments.

You will identify sales opportunities during conversations and arrange account reviews with RBC Advantage Financial Advisors, leveraging a range of RBC platforms and market knowledge.