Financial Services Professional
5 days ago
We are seeking a highly motivated and results-driven Financial Services Professional to join our team as a Client Relationship Specialist. In this role, you will have the opportunity to build strong relationships with clients, provide exceptional customer service, and drive business growth through targeted sales initiatives.
Job SummaryAs a Client Relationship Specialist, you will be responsible for delivering an outstanding client experience through proactive engagement, personalized advice, and technology-driven solutions. You will work closely with clients to understand their financial needs, identify opportunities to deepen relationships, and develop strategies to drive business growth.
Key Responsibilities- Proactively engage with clients in the branch and deliver an exceptional service experience through completing transactions, identifying sales and referral opportunities, and providing personalized advice.
- Foster strong relationships with clients by listening to their needs, spotting opportunities to offer additional advice, and introducing them to RBC partners.
- Contribute to team results by collaborating with colleagues, sharing knowledge, and supporting each other in achieving individual and team goals.
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests.
- Demonstrated passion for putting clients first, success in hands-on, target-driven solutions environments, and excellent communication skills.
- Drive and self-motivation, digital literacy across a broad range of devices, personal flexibility to work flexible hours, and eagerness to learn and determination to succeed.
- Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course.
We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, a world-class training program in financial services, and excellent career development opportunities.
About UsWe are the Royal Bank of Canada, a leading financial institution committed to enhancing the well-being of our clients and communities. 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.
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