What is the opportunity?
If you possess a client-focused mindset and have the ability to identify client centric solutions based on their needs, this role gives you a great opportunity to grow with the RBC Direct Investing team. As an Access to Specialist Representative, you provide clients with helpful and engaging, professional, efficient, and knowledgeable service over the phone or through electronic communications. You are diligent with an attention to detail, and maximize productivity on an individual and team level. Effective problem resolution, exceptional client service and strong securities knowledge is crucial to your success in this role, along with the ability to thrive in a fast-paced team environment. Successful candidates who meet the Work from Home Guidelines may have an opportunity to work from home.
What will you do?
You will assist client directly or collaborate with other RBC partners (i.e. branch) supporting/assisting with account openings while delivering exceptional client and RBC employee experiences.
Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.
Work within specified performance metrics for all client communications (verbal or written).
Uphold a professional image of RBC and RBC Direct Investing Inc. at all times.
Actively promote the capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
Provide helpful and engaging, knowledgeable, accurate, responsive, and professional service to clients, including prompt and courteous completion of client instructions that don’t require a securities license, via telephone, or electronic means, all within RBC Direct Investing policies, procedures and guidelines while adhering to regulatory requirements
Understand and apply industry rules and regulations (e.g. IIROC, Provincial, etc.), as well as RBC Enterprise and RBC Direct Investing Inc. policies and procedures to all activities performed.
Accurately execute client instructions within defined authorities.
What do you need to succeed?
University or College degree/diploma or a minimum of 1 year of relevant business experience in a client service role, driven to help meet clients’ needs.
Strong English communication (verbal, written, and transcription), analytical and time management skills, along with an attention to detail.
Excellent team building, problem resolution, and computer navigation skills, as well as strong initiative and the ability to multi task.
Exceptional customer service skills and, friendly and professional telephone skills.
Full flexibility to work a variety of shifts ranging between 7AM to 8PM, Mondays to Saturdays.
Fluency in a second language is an asset (French, Mandarin, Cantonese)
At RBC, the health and wellbeing of our employees and candidates is always our top priority.
COVID-19 has accelerated change across our workplace, including our hiring practices! As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person. Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.
You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied. We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
Health & Safety
For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19. All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.
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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 jobs.rbc.com.
Address: 6880 Financial Drive
Work Hours/Week: 37.5
Work Environment: Call Centre
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0
People Manager: No
Application Deadline: 09/27/2021
Req ID: 280876
Platform: Personal & Commercial Banking