RBC Wealth Management Minneapolis is seeking a Client Experience Consultant to deliver account servicing for RBC Advantage clients. You'll respond to inbound calls, support sales, facilitate securities transactions, and educate clients, aiming to schedule account review meetings with an RBC Advantage Financial Advisor.
You will use tools like BetaLink, ClientSource, Tradeweb Direct, Infinity, Outlook, InfoNET and Salesforce while staying current on investments and regulatory policies.
#J-18808-LjbffrClient Experience Advisor - Financial Services in minneapolis at Unknown Company
This position is listed as full time and onsite.