RBC
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. Consultants will travel to support planned absences for specific key employees on leave, ensuring we 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 them with a full range of support services including, but not limited to financial transactions, account opening and maintenance, and cash management services.
Actively listen and engage clients to understand their needs and take 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 a broad range of devices to support and present on client-facing technologies.
Continue to improve and develop skills through ongoing professional development programs.
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 and 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 in addition to presentation skills
Attention to detail with a mindset to improve 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 the ability to obtain licensing within 180 days
Ability to travel nationally up to 30% and ability to work all business/extended hours 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, 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 competitive compensation and flexible benefits, such as 401(k) with company-matching contributions, health, dental, vision, life, disability insurance, and paid time off.
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 team.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
The expected salary range in Minnesota for this particular position is $45,000-$75,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication, Customer Service, Data Gathering 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
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 that has diverse perspectives is core to our continued growth. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay 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 jobs.rbc.com.
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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. Consultants will travel to support planned absences for specific key employees on leave, ensuring we 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 them with a full range of support services including, but not limited to financial transactions, account opening and maintenance, and cash management services.
Actively listen and engage clients to understand their needs and take 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 a broad range of devices to support and present on client-facing technologies.
Continue to improve and develop skills through ongoing professional development programs.
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 and 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 in addition to presentation skills
Attention to detail with a mindset to improve 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 the ability to obtain licensing within 180 days
Ability to travel nationally up to 30% and ability to work all business/extended hours 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, 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 competitive compensation and flexible benefits, such as 401(k) with company-matching contributions, health, dental, vision, life, disability insurance, and paid time off.
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 team.
Opportunities to do challenging work.
Opportunities to build close relationships with clients.
The expected salary range in Minnesota for this particular position is $45,000-$75,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication, Customer Service, Data Gathering 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
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 that has diverse perspectives is core to our continued growth. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay 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 jobs.rbc.com.
#J-18808-Ljbffr