Director, Client Engagement
Quantum Health
Client Services Consultant
RBC
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteSalary
💰 $45,000 - $75,000 per year
Job Level
Mid-LevelSenior
About the role
- Provide a full range of support services including answering client questions, scheduling meetings and providing meeting materials, financial transactions, account opening and maintenance, and cash management services
- Champion the use of best-in-class technology for managing the day to day business for both clients and advisors
- Travel to support planned absences for specific key employees on leave ensuring we reduce the burden of support on permanent staff
- Proactively support the assigned advisor (and team’s) efforts to build their business and effectively service their clients
- Respond to all client-initiated contact, assisting them with a full range of support services
- 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
- Manage multiple projects and tasks simultaneously with tight deadlines and competing priorities
- Develop and maintain digital literacy across a broad range of devices to support and present on all client-facing technologies
- 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.
Requirements
- 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
- Comprehensive knowledge of investment products and strategies
- Track record in building rapport and maintaining client relationships within the financial or service industry
