Wealth Client Experience Advisor

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

Job summary

RBC Capital Markets, LLC in Minneapolis is seeking a Client Experience Consultant to deliver comprehensive account servicing for RBC Advantage clients, primarily via inbound calls, with sales support and education.

You will open accounts, facilitate securities transactions, and stay compliant with regulations, while building relationships to arrange review meetings with RBC Advantage Financial Advisors; this is a full-time role with competitive rewards.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years in financial services focusing 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 communications.
• Ability to work effectively in a fast-paced, time-sensitive environment, managing multiple demands and competing priorities.

Responsibilities

• Respond to inbound calls with high level of service and timely follow-up.
• Open new accounts for existing clients and facilitate securities transactions.
• Research and resolve general inquiries within client accounts.
• Compose effective client communications per policies and procedures.
• Pivot dialogue to establish an account review meeting with RBC Advantage Financial Advisors.
• Develop proficiency with available technology related to client service (BetaLink, ClientSource, Tradeweb Direct, Infinity, Outlook, InfoNET, Salesforce).
• Understand eligible product offerings including mutual funds and other investments.
• Stay current with market trends and regulatory requirements.
• Perform other duties contributing to team effectiveness.

Skills

Client service

Communication skills

Financial market knowledge

Regulatory knowledge

Time management

Education

Bachelor's degree or equivalent

Tools

BetaLink

ClientSource

Tradeweb Direct

Infinity

Outlook

InfoNET

Sales Force

Job description

RBC Capital Markets, LLC in Minneapolis is seeking a Client Experience Consultant to deliver comprehensive account servicing for RBC Advantage clients, primarily via inbound calls, with sales support and education.

You will open accounts, facilitate securities transactions, and stay compliant with regulations, while building relationships to arrange review meetings with RBC Advantage Financial Advisors; this is a full-time role with competitive rewards.