Banking & Lending Product Support Specialist

RBC

Product Support Specialist supporting Financial Advisors and clients at RBC Wealth Management. Enhancing the client experience through efficient solutions and training opportunities.

Posted 7/9/2026full-timeChicago • Illinois, Minnesota • 🇺🇸 United StatesJunior💰 $60,500 - $104,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service within wealth management, with a strong focus on supporting financial advisors and private bankers. Capable of training team members and gathering client feedback to enhance service delivery.

Highest-signal resume keywords

Client ServiceWealth Management ExperienceTraining and DevelopmentProblem AnticipationOwnership

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Finance DegreeAccounting DegreeBusiness DegreeClient-Facing ExperienceService Process Support

Soft Skills

Critical QuestioningAnticipation of NeedsDedication

Industry Keywords

Private BankingFinancial AdvisorsPrivate Client GroupClient Associates

About the role

Key responsibilities & impact

Support Wealth Management (WM)-US Private Bankers and Private Banking team members
Support Financial Advisors and clients through the origination and servicing process
Gather feedback from our Private Client Group (PCG) on enhancements
Train Client Associates to use the platform
Work with Private Bankers to report progress

Requirements

What you’ll need

4-year degree in Finance, Accounting, Business or equivalent
1-3 years of experience at a wealth management firm in a client-facing service role
Proven dedication to and focus on client service
Strong ability to ask critical questions, anticipate problems and future needs, and take ownership

Benefits

Comp & perks

401(k) program with company-matching contributions
health, dental, vision, life, disability insurance
paid-time off
training and development resources