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Client Solutions Specialist

5 months ago

Montréal, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Client Solutions Specialist | Spécialiste, Solutions clientèle

**What is the opportunity?**

RBC Dominion Securities (RBC DS) is currently seeking a Client Solutions Specialist (CSS) to join the Québec team as well as work on firmwide initiatives. Proactively working with several RBC DS branches within the region, the CSS role is designed to help transition RBC DS clients to the home of best fit within RBC.

**What will you do?**
- Reach out to clients and engage in deep discovery discussions
- Determine the most suitable department of RBC for each client and ensure a smooth transition when referring to partners
- Ensure client inquires and administrative tasks are acted upon in a timely and efficient manner and that all activity is recorded in the contact management system
- Act as a backup for other CSS colleagues across the country, when required
- Develop strong collaborative relationships with colleagues across all RBC platforms
- Liaise with RBC DS management and advisory teams to facilitate client transitioning
- Engage in RBC DS branch presentations regarding the CSS program
- Assist as the main point of contact within the CSS team regarding the investment advisory leave program

**What do you need to succeed?**
**Must-have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), preferably actively approved by IIROC as a registered and licensed Investment Representative (IR)
- Fluency in French and English in order to serve our clients in the community with English-speaking needs
- Superior time management, organizational, and multi-tasking skills
- Dedication to teamwork and collaboration
- Client service experience
- 2 years or more of professional experience within the financial services industry
- Flexibility of schedule as there may be a need to support other regions across the country

**Nice-to-have**
- Approval by IIROC as a duly registered and licensed Registered Representative (RR)
- Knowledge of the investment products and service offerings among all RBC platforms (e.g., RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance, etc.)

**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 bonuses, flexible benefits, and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Ability to work from home 50% of the time
- Work in a dynamic, collaborative, progressive, and high-performing national team
- Opportunities to do challenging work

**Job Summary**

**Address**:
MONTRÉAL, Quebec, Canada

**City**:
CAN-QC-MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-08-14

**Application Deadline**:
2023-09-04

**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.

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