Wealth Client Experience Advisor

Royal Bank of Canada; Minneapolis (MN); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Career development

Flexible work options

Team environment

Job summary

Royal Bank of Canada in Minneapolis seeks a Client Experience Consultant to deliver full account servicing for RBC Advantage clients, provide sales support, facilitate securities transactions, and educate clients on financial topics via inbound calls.

Responsibilities include opening accounts, resolving inquiries, drafting client communications, and steering conversations toward account review meetings with an RBC Advantage Financial Advisor, while complying with regulations.

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.
• Strong verbal and written communication skills.
• Ability to work effectively in a fast-paced, time-sensitive environment, managing multiple demands and competing priorities.

Responsibilities

• 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

Skills

Client service

Communication

Investment knowledge

Regulatory knowledge

Sales support

Time management

Education

Bachelor’s degree or equivalent work experience

Job description

Royal Bank of Canada in Minneapolis seeks a Client Experience Consultant to deliver full account servicing for RBC Advantage clients, provide sales support, facilitate securities transactions, and educate clients on financial topics via inbound calls.

Responsibilities include opening accounts, resolving inquiries, drafting client communications, and steering conversations toward account review meetings with an RBC Advantage Financial Advisor, while complying with regulations.