Client Experience Associate

Job content

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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 Experience Associate

Job Description

What is the opportunity?

If you are passionate about people and hospitality, and are excited about the opportunity to creatively manage, own, and deliver legendary customer service experiences, then you should definitely read on!

The Elinesky Schuett Private Wealth Management team of RBC Dominion Securities (Elinesky Schuett) is one the largest and fastest growing advisor teams in the country and our mission is to be the premier wealth service provider to high net worth individuals in the region by delivering a world class investment management, wealth management, and client service experience.

The Role

To deliver a world class client service experience, Elinesky Schuett is currently seeking a dynamic Client Experience Associate to help take our service experience to the next level. The CEA will serve as the first point of contact for clients and visitors on the phone, in the office, and on targeted client-facing communications. The CEA will actively partner with the Associates, Investment Advisors, and Financial Planners to ensure we’re delivering legendary customer experiences and that our service plan commitments are proactively managed, maintained, and executed.

What will you do?

Deliver a World Class Greeting Experience

• Delight and surprise our clients, partners, and visitors at every encounter, helping to provide a personalized and memorable experience, whatever the medium and whatever the situation
  
  

DRIVE OUR CONTACT SERVICE PLAN

• Partner with our team to manage our scheduling software and manage our contact service plan for our entire book of business
  
  

TAKE OUR CRM SOFTWARE TO THE NEXT LEVEL

• Partner with our teams to develop, refine, and own our client and partner profiles to support delivering a world-class service
  
  

MASTER OUR SERVICE JOURNEY

• Partner with our team to learn and improve all processes that drive client and partner touch points across in-person and digital experiences to ensure we’re delivering world class service
  
  

BE THE VOICE OF OUR CLIENTS AND PARTNERS

• Speak with clients and partners on a daily basis. Ensure they are overly satisfied with our service levels. Bring ideas back to the Investment Advisor, Financial Planner, Trading, Marketing, and Associate teams for continued creativity and improvement
  
  

What do you need to succeed?

Must-have

• 5+ years in hospitality, luxury client service, or related industry
• Demonstrated skills in providing world-class service that will come across as professional, warm, thoughtful, proactive, and friendly
• Meticulous attention to detail, strong organizational skills, and excellent time management
• Demonstrated professionalism and ability to manage highly confidential information
• Exceptional verbal and written communication skills – you have the ability to communicate with individuals at all levels and from various backgrounds, with confidence and grace
• Must have a driver’s license and a reliable method of transportation available to support with client experience initiatives
  
  

Nice-to-have

• Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH)
• Specific experience with RBC Dominion Securities and its software products
• Experience with Sales Force or other Customer Relationship Management (CRM) software
• Strong proficiency in video conferencing and messenger service applications
• Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc.
• Practical experience with a variety of social media platforms, website editors, and blogging tools
  
  

What’s in it for you?

• Competitive base salary and variable performance bonuses
• Comprehensive health benefits and matching programs
• Competitive team and office perks including strong vacation, personal, sick, and flex day policies
• Fun team events and social activities
  
  

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job Summary

Address:

GUELPH, Ontario, Canada

City:

CAN-ON-GUELPH

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-04-14-07:00

Application Deadline:

2022-05-12-07:00

Inclusion 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.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.