Client Services Consultant-4

RBC Capital Markets, LLC; Minneapolis (MN); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision insurance

Paid time off

Disability insurance

Job summary

RBC Capital Markets, LLC is seeking a Client Services Consultant to support advisors and clients within a national hybrid model. You will schedule meetings, handle client requests, and provide a full range of support including financial transactions and account maintenance.

The role requires strong communication, ability to travel up to 30% nationally, and licensing readiness (SIE, Series 7/66 or 63/65) within 180 days.

Qualifications

• Bachelor's degree or equivalent work experience required.
• Strong communication and interpersonal skills essential.
• Willingness to travel nationally up to 30% and work extended hours.

Responsibilities

• Proactively support the assigned advisor and team to build business and service clients.
• Schedule client/prospect meetings and prepare materials.
• Assist with a full range of client services including financial transactions and account maintenance.
• Develop technology relationships to support operational effectiveness during branch assignments.
• Drive technology adoption to enhance client experiences and advisor engagement.
• Manage multiple projects with tight deadlines and competing priorities.
• Maintain digital literacy across devices to support client-facing technologies.
• Participate in ongoing professional development and onboarding activities.

Skills

Communication

Customer service

Data analysis

Detail-oriented

HR operations

Office tools

Time management

Training development

Training programs

Education

Bachelor's degree

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 the 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 180 days/6 months of hire
• Ability to travel nationally up to 30% and ability to work all business/extended hours (i.e., 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 clients.

The expected salary range for this particular position is $50,000-$80,000, 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

Communication, Customer Service, Data Gathering Analysis, Detail-Oriented, Human Resources Operations, Office Tools, Time Management, Training and Development, Training Operations, Training Programs

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:

2026-09-11

Application Deadline:

2026-10-23

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.