Client Relationship Specialist

2 weeks ago

Montréal, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As a Client Relationship Specialist, you will be a key contact for account management including post sales activities, complex contractual and plan design inquiries, and installation. You will identify cross-selling opportunities by providing superior service in assisting producers and group plan administrators by resolving problems and proactively recommending solutions

**What will you do?**
- Taking accountability for resolving client / advisors inquiries by determining appropriate action for complex issues, both internally and externally, with mínimal management involvement, in addition to proactively recommends solutions and ideas when resolving problems
- Establishing relationships with producers and group plan administrators
- Processing plan changes, termination of policies, transfer of AOR, plan design changes, legal name changes, billing etc.
- Providing client / advisor education and training on product, product information and RBC Systems
- Maintaining accurate producer contact information through SFDC
- Taking personal responsibility for maintaining awareness and acting in accordance with RBC risk management policies and procedures
- Driving efficient process improvements consistently

**What do you need to succeed?**

**Must-have**
- Requires fluency in French and English to serve our clients in the community with English speaking needs
- Excellent Organization Skills
- Resourcefulness
- Proven Oral & Written Communication Skills in both English and French
- Product knowledge for all Group lines of business
- Excellent Time Management
- Account Management and Problem Resolution skills
- Strong computer literacy skills.

**Nice-to-have**
- Product knowledge for all Group lines of business
- Understanding of Group Insurance market
- Professional sales and client experience

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.

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Access to a variety of job opportunities across businesses and geographies

Financial strength and a strong brand

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full

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**Job Skills**

Conflict Management, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Inbound Logistics, Oral Communications, Problem Management, Product Services, Telephone-Based Customer Servicing

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
INSURANCE

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-02-22

**Application Deadline**:
2024-03-07

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

**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.

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