RBC Capital Markets, LLC
Client Services Consultant
RBC Capital Markets, LLC, Minneapolis, Minnesota, United States, 55400
Overview
What is the opportunity?
As a Client Services Consultant, you’ll be part of the Transformation, Experience and Adoption team. This is a 24-month program designed to provide assistance for PCG support personnel on temporary leave (4-6 months). This role will provide a full range of support services including, but not limited to answering client questions, scheduling meetings and providing meeting materials, financial transactions, account opening and maintenance, and cash management services. In addition, you will champion the use of best-in-class technology for managing the day to day business for both clients and advisors. The Client Services Consultant role is uniquely structured as a national hybrid model, offering both flexible short- to mid-term virtual and on-site support serving as a critical resource for complex/branch offices. You will travel to support planned absences for specific key employees on leave, helping to reduce the burden of support on permanent staff while enhancing the efficiency and effectiveness of the branch/advisor team’s technology adoption and operational flexibility across all divisions and complexes. What will you do?
Proactively support the assigned advisor (and team’s) efforts to build their business and effectively service their clients. Schedule client/prospect meetings and prepare materials. Respond to all client-initiated contact, assisting with a full range of support services including financial transactions, account opening and maintenance, and cash management services. Actively listen and engage clients to understand their needs, taking ownership of account/market inquiries and escalations. Provide subject matter expertise in a broad range of technology applications, 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 and deepen advisor/team engagement. Manage multiple projects and tasks simultaneously with tight deadlines and competing priorities. Perform other duties/assignments and special projects as needed from corporate leadership. Develop and maintain digital literacy across devices (e.g., smartphones, tablets, laptops) to support and present on client-facing technologies. Continue to improve and develop skills through ongoing professional development programs. Periodically travel with recruitment onboarding and 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 and adhere to compliance/risk procedures to protect the interests of the client and RBC. What do you need to succeed?
Must-have Bachelor’s degree or equivalent work experience Excellent interpersonal communication and listening skills Strong written and oral communication skills, including presentation skills Attention to detail with a mindset to improve advisor/team efficiency through technology adoption Ability to adapt to a rapidly changing business and technology environment SIE, Series 7, Series 66 (or 63/65) licenses or ability to obtain licensing within 180 days/6 months of hire Ability to travel nationally up to 30% and work across time zones Nice-to-have 3-5 years of financial services experience SIE, Series 7, Series 66 (or 63/65) licenses Comprehensive knowledge of investment products and strategies Track record in building rapport and maintaining client relationships within the financial or service industry What’s in it for you?
We thrive on the challenge to be our best, with a progressive mindset to grow, and a culture of delivering trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success. A comprehensive Total Rewards Program including competitive compensation and flexible benefits (401(k) with company matching, health, dental, vision, life, disability insurance, and paid time off) Leaders who support your development through coaching and growth opportunities Opportunities to make a difference and have a lasting impact Dynamic, collaborative, progressive, and high-performing team environment Opportunities to do challenging work and build close relationships with clients The expected salary range in Minnesota for this position is $45,000-$75,000, depending on experience, skills, and licensing. Salary may vary based on market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program, which offers the opportunity to increase total compensation if business targets and individual goals are met. RBC’s compensation philosophy focuses on attracting, engaging, and retaining a highly qualified global workforce to drive high performance and shareholder value. Job Skills
Communication, Customer Service, Data Gathering and Analysis, Detail-Oriented, Human Resources Operations, Office Tools, Time Management, Training and Development, Training Operations, Training Programs Additional Job Details
Address:
250 Nicollet Mall, Minneapolis, MN, United States City:
Minneapolis Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
Wealth Management Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-09-05 Application Deadline:
2025-09-26 Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. RBC is committed to a workplace based on respect, belonging and opportunity for all.
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What is the opportunity?
As a Client Services Consultant, you’ll be part of the Transformation, Experience and Adoption team. This is a 24-month program designed to provide assistance for PCG support personnel on temporary leave (4-6 months). This role will provide a full range of support services including, but not limited to answering client questions, scheduling meetings and providing meeting materials, financial transactions, account opening and maintenance, and cash management services. In addition, you will champion the use of best-in-class technology for managing the day to day business for both clients and advisors. The Client Services Consultant role is uniquely structured as a national hybrid model, offering both flexible short- to mid-term virtual and on-site support serving as a critical resource for complex/branch offices. You will travel to support planned absences for specific key employees on leave, helping to reduce the burden of support on permanent staff while enhancing the efficiency and effectiveness of the branch/advisor team’s technology adoption and operational flexibility across all divisions and complexes. What will you do?
Proactively support the assigned advisor (and team’s) efforts to build their business and effectively service their clients. Schedule client/prospect meetings and prepare materials. Respond to all client-initiated contact, assisting with a full range of support services including financial transactions, account opening and maintenance, and cash management services. Actively listen and engage clients to understand their needs, taking ownership of account/market inquiries and escalations. Provide subject matter expertise in a broad range of technology applications, 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 and deepen advisor/team engagement. Manage multiple projects and tasks simultaneously with tight deadlines and competing priorities. Perform other duties/assignments and special projects as needed from corporate leadership. Develop and maintain digital literacy across devices (e.g., smartphones, tablets, laptops) to support and present on client-facing technologies. Continue to improve and develop skills through ongoing professional development programs. Periodically travel with recruitment onboarding and 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 and adhere to compliance/risk procedures to protect the interests of the client and RBC. What do you need to succeed?
Must-have Bachelor’s degree or equivalent work experience Excellent interpersonal communication and listening skills Strong written and oral communication skills, including presentation skills Attention to detail with a mindset to improve advisor/team efficiency through technology adoption Ability to adapt to a rapidly changing business and technology environment SIE, Series 7, Series 66 (or 63/65) licenses or ability to obtain licensing within 180 days/6 months of hire Ability to travel nationally up to 30% and work across time zones Nice-to-have 3-5 years of financial services experience SIE, Series 7, Series 66 (or 63/65) licenses Comprehensive knowledge of investment products and strategies Track record in building rapport and maintaining client relationships within the financial or service industry What’s in it for you?
We thrive on the challenge to be our best, with a progressive mindset to grow, and a culture of delivering trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference, and achieving mutual success. A comprehensive Total Rewards Program including competitive compensation and flexible benefits (401(k) with company matching, health, dental, vision, life, disability insurance, and paid time off) Leaders who support your development through coaching and growth opportunities Opportunities to make a difference and have a lasting impact Dynamic, collaborative, progressive, and high-performing team environment Opportunities to do challenging work and build close relationships with clients The expected salary range in Minnesota for this position is $45,000-$75,000, depending on experience, skills, and licensing. Salary may vary based on market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program, which offers the opportunity to increase total compensation if business targets and individual goals are met. RBC’s compensation philosophy focuses on attracting, engaging, and retaining a highly qualified global workforce to drive high performance and shareholder value. Job Skills
Communication, Customer Service, Data Gathering and Analysis, Detail-Oriented, Human Resources Operations, Office Tools, Time Management, Training and Development, Training Operations, Training Programs Additional Job Details
Address:
250 Nicollet Mall, Minneapolis, MN, United States City:
Minneapolis Country:
United States of America Work hours/week:
40 Employment Type:
Full time Platform:
Wealth Management Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-09-05 Application Deadline:
2025-09-26 Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. RBC is committed to a workplace based on respect, belonging and opportunity for all.
#J-18808-Ljbffr