Client Services Consultant

rbc; Minneapolis (MN); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision insurance

Life and disability insurance

Paid time off

Job summary

RBC is seeking a Client Services Consultant to support advisors and branch teams within a national hybrid model, providing virtual and on-site coverage for planned absences.

You will proactively support business growth, schedule meetings, handle client inquiries, and leverage technology to improve efficiency while maintaining confidentiality and compliance.

Qualifications

• Must-have: Bachelor’s degree or equivalent work experience.
• Excellent interpersonal communication and listening skills.
• Strong written and oral communication skills; presentation skills.
• Attention to detail with focus on how to improve efficiency through technology adoption.
• Ability to adapt to a rapidly changing business and technology environment.
• SIE, Series 7, Series 66 (or 63/65) licenses or ability to obtain licensing within 12 months of hire.
• Ability to travel nationally up to 30% and work across different time zones.
• Nice-to-have: 3-5 years of financial services experience.
• Nice-to-have: SIE, Series 7, Series 66 licenses.
• Nice-to-have: Comprehensive knowledge of investment products and strategies.
• Nice-to-have: Track record in building rapport and maintaining client relationships.

Responsibilities

• Proactively support the assigned advisor and team to build their business and service clients.
• Schedule client/prospect meetings and prepare materials.
• Respond to client inquiries with a full range of support services including financial transactions, account opening and maintenance, and cash management.
• Engage clients to understand their needs and own account/market inquiries and escalations.
• Provide subject matter expertise in a broad range of technology applications and systems.
• Develop and maintain technology relationships with corporate partners to support operational effectiveness.
• Drive technology adoption to enhance client experiences and advisor engagement.
• Manage multiple projects and deadlines with competing priorities.
• Travel nationally up to 30% and support on-site branch activities.

Education

Bachelor's degree or equivalent work experience

Job description

Job Description

What is the opportunity?

As a Client Services Consultant, you'll be part of the Transformation, Experience and Adoption team. This is a 24-month program (at minimum) designed to provide assistance for PCG support personnel on temporary leave (4-6 months). This role will provide a full range of support services including, but not limited to answering client questions, scheduling meetings and providing meeting materials, financial transactions, account opening and maintenance, and cash management services. In addition, championing the use of best-in-class technology for managing the day to day business for both clients and advisors.

The Client Services Consultant role is uniquely structured as a national hybrid model, offering both flexible short- to mid-term virtual and on-site support serving as a critical resource for complex/branch offices. Client Services Consultants will travel to support planned absences for specific key employees on leave ensuring we reduce the burden of support on permanent staff, while enhancing the efficiency and effectiveness of the branch/advisor team's technology adoption and operational flexibility across all divisions and complexes.

What will you do?

• Proactively support the assigned advisor (and team's) efforts to build their business and effectively service their clients.
• Scheduling client/prospect meetings and preparing materials.
• Respond to all client-initiated contact, assisting them with a full range of support services including, but not limited to financial transactions, account opening and maintenance, and cash management services.
• Actively listen and engage clients in conversation to further understand their individual needs and take ownership of account/market inquiries and escalations.
• Provide subject matter expertise in a broad range of technology applications and systems, processes, programs, and tools.
• Develop and maintain key technology relationships with corporate partners to support operational effectiveness during branch assignments.
• Proactively drive technology adoption and productivity by leveraging best-in-class tools to enhance client experiences and deepen advisor/team engagement.
• Manage multiple projects and tasks simultaneously with tight deadlines and competing priorities.
• Actively listen and engage clients in conversation to further understand their individual needs and take ownership of account/market inquiries and escalations.
• Perform other duties/assignments and special projects, as needed, from corporate leadership.
• Develop and maintain digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) to support and present on all client-facing technologies.
• Continue to improve and develop skills, techniques and knowledge by participating in ongoing professional development programs.
• Periodically travel with recruit onboarding and recruit training consultants to support new advisors/teams integration into RBC working flexible hours based on business need.
• Maintain confidentiality in accordance with RBC's Code of Conduct.
• Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interest of the client and RBC.

What do you need to succeed?

Must-have

• Bachelor's degree or equivalent work experience
• Excellent interpersonal communication and listening skills
• Strong written and oral communication skills in addition to presentation skills Attention to detail coupled with the mindset of how you can make advisors/teams more efficient and effective through technology adoption
• Ability to adapt to a rapidly changing business and technology environment
• SIE, Series 7, Series 66 (or 63/65) licenses or the ability to obtain licensing within 12 months of hire
• Ability to travel nationally up to 30% and ability to work all business/extended hours (i.e., different time zones)

Nice-to-have

• 3-5 years of financial services experience
• SIE, Series 7, Series 66 (or 63/65) licenses
• Comprehensive knowledge of investment products and strategies
• Track record in building rapport and maintaining client relationships within the financial or service industry

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 clie