Client Services Representative

• 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.

Client Services Consultant