RBC · 5 hours ago
Client Services Consultant
Minneapolis, Minnesota, United States of America
Full-time
Hybrid
Mid Level
3+ years expRBC is a leading bank seeking a Client Services Consultant to join their Transformation, Experience and Adoption team. The role involves providing comprehensive support services to clients, including managing financial transactions, account maintenance, and promoting technology adoption for enhanced client experiences.
BankingFinancial ServicesWealth Management
Responsibilities
Proactively support the assigned advisor (and team’s) efforts to build their business and effectively service their clients
Scheduling client/prospect meetings and preparing 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 in conversation to further understand their individual needs and take ownership of account/market inquiries and escalations
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 and deepen advisor/team engagement
Manage multiple projects and tasks simultaneously with tight deadlines and competing priorities
Actively listen and engage clients in conversation to further understand their individual needs and take ownership of account/market inquiries and escalations
Perform other duties/assignments and special projects, as needed, from corporate leadership
Develop and maintain digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) to support and present on all client-facing technologies
Continue to improve and develop skills, techniques and knowledge by participating in 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, follow corporate and industry protocols, and act in a manner which protects the interest of the client and RBC
Qualification
Required
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 coupled with the mindset of how you can make advisors/teams more efficient and effective 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/6 months of hire
Ability to travel nationally up to 30% and ability to work all business/extended hours (i.e., time zones)
Preferred
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
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
$16.29B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.75M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
Packaging-Gateway.com
2026-02-02
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