Jobs at RBC – Client Advisor


Job Description:

At RBC, we value each person’s unique customer service style, and encourage you to bring your best to our clients every day. In this role, you provide financial advice to clients and find solutions that meet their individual needs. You have the power to make our brand work for the people within your local community as you dedicate yourself to putting your clients first. If you have the drive to deliver exceptional customer service, you can build a great career with us here at RBC.

Job Responsibilities:

  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
  • Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch
  • Educate & assist clients with using RBC digital capabilities
  • Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
  • Understand & resolve client concerns, where possible, at first point of contact

Job Requirements:

Qualification & Experience:

  • Personal flexibility to work flex hours
  • Mobility to Elmsdale and Shubenacadie
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Eagerness to learn and determination to succeed
  • Proven customer service skills, preferably in the financial or service industry

Job Details:

Company: RBC

Vacancy Type:  Full Time

Job Location: San Jose, CA, US

Application Deadline: N/A

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