Client Service Representative
7 days ago
Job Summary
We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Representative. In this role, you will provide exceptional customer service to our clients, delivering tailored financial solutions and advice to meet their individual needs.
Key Responsibilities
- Client Service
- Deliver exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch
- Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
- Sales and Growth
- Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfill client solutions
- Risk Management
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Requirements
- Must-have
- Proven customer service skills, preferably in the financial or service industry
- Drive and self-motivation, as well as excellent communication skills and emotional intelligence
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Personal flexibility to work flexible hours
- Eagerness to learn and determination to succeed
- Nice-to-have
- Sales experience in the financial or service industry
What We Offer
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- A world-class training program in financial services
- Excellent career development and access to a variety of job opportunities across business and geographies
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
- Adaptability
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Curiosity
- Data Analysis
- Digital Literacy
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