RBC · 1 day ago
Client Experience Consultant
Minneapolis, Minnesota, United States of America
Full-time
Onsite
Entry, Mid Level
$50K/yr - $85K/yr
2+ years expRBC is a leading financial institution, and they are seeking a Client Experience Consultant to deliver comprehensive account servicing for RBC Advantage clients. The role involves providing sales support, facilitating securities transactions, and delivering financial education primarily in response to inbound calls.
BankingFinancial ServicesWealth Management
Responsibilities
Respond to incoming calls efficiently and effectively, providing a high level of service and timely follow-up, asking appropriate questions, disseminating investment information and education as appropriate
Open new accounts for existing clients as warranted and facilitate securities transactions at client’s request
Research and resolve general inquiries within client accounts
Compose effective client communications in accordance with established policies and procedures
Pivot dialogue with the intent to establish an account review meeting with one of the RBC Advantage Financial Advisors
Develop proficiency with available technology as it relates to client service and business enhancement (including but not limited to BetaLink, ClientSource, Tradeweb Direct, Infinity, Outlook, InfoNET, Sales Force)
Achieve solid understanding of eligible product offering including mutual funds, RBC Strategic Mutual Fund Portfolios, RBC Dynamic Allocation Portfolios, and other investment products (equities, fixed income, etc.)
Stay current with market and industry trends and developments
Be knowledgeable of and comply with all rules and regulations of the firm and regulatory agencies
Perform other duties as required that contribute to the overall effectiveness of the position as well as to the team as a whole
Qualification
Required
Bachelor's degree or equivalent work experience
Two or more years of financial services industry experience with a focus on client service
SIE, Series 7, Series 63 or ability to obtain within 120 days of hire
Knowledge of investments, the markets, and regulatory policies and procedures
Strong verbal and written communication skills
Ability to work effectively in a fast-paced, time-sensitive environment, managing multiple demands and competing priorities
Benefits
Discretionary bonus
401(k) program with company-matching contributions
Health, dental, vision, life and disability insurance
Paid time-off plan
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
Private Capital Journal
2026-01-09
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