Client Solutions Specialist

Job title:

Client Solutions Specialist

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities (RBC DS) is currently seeking a Client Solutions Specialist (CSS) to join the Québec team as well as work on firmwide initiatives. Proactively working with several RBC DS branches within the region, the CSS role is designed to help transition RBC DS clients to the home of best fit within RBC.What will you do?

• Reach out to clients and engage in deep discovery discussions
• Determine the most suitable department of RBC for each client and ensure a smooth transition when referring to partners
• Ensure client inquires and administrative tasks are acted upon in a timely and efficient manner and that all activity is recorded in the contact management system
• Act as a backup for other CSS colleagues across the country, when required
• Develop strong collaborative relationships with colleagues across all RBC platforms
• Liaise with RBC DS management and advisory teams to facilitate client transitioning
• Engage in RBC DS branch presentations regarding the CSS program
• Connect with potential clients who communicate by phone or email through the RBC Wealth Management website and assess their fit for this platform or another department of RBC
• Assist as the main point of contact within the CSS team regarding the investment advisory leave program

What do you need to succeed?
Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), preferably actively approved by CIRO as a registered Investment Representative (IR)
• Requires fluency in French and English in order to serve our clients in the community with French and English speaking needs
• Superior time management, organizational, and multi-tasking skills
• Dedication to teamwork and collaboration
• Client service experience
• 2 years or more of professional experience within the financial services industry
• Flexibility of schedule as there may be a need to support other regions across the country

Nice-to-have

• Approval by CIRO as a Registered Representative (RR)
• Knowledge of the investment products and service offerings among all RBC platforms (e.g., RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance, etc.)

What’s in it for you?
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, including bonuses, flexible benefits, and competitive compensation
• 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 national team
• Opportunities to do challenging work

Job SkillsAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MONTRÉALCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-07-12Application Deadline: 2024-08-11Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary

Location

Montreal, QC

Job date

Sat, 13 Jul 2024 23:33:12 GMT

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