Client Solutions Specialist
Core
Client Solutions Specialist managing client transitions to RBC platforms and handling inquiries for Wealth Management Canada.
Role type
Client Solutions Specialist
Builds
Smooth client transitions between RBC platforms and timely resolution of digital/phone inquiries
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
CIRO Investment Representative (IR) approval, bilingualism (English and French), financial services experience, client service, time management, cross-functional collaboration
Preferred skills
CIRO Registered Representative (RR) approval, knowledge of RBC product suite
Technologies
Contact management system
Responsibilities
Conduct discovery calls to assess client needs, manage transition activities across assigned branches, process inbound inquiries, execute branch presentations, administer investment advisory leave program, contribute to firm-wide initiatives
Seniority
Mid-level, hands-on IC
