Client Care Advisor - RBC, Richmond Hill

Role overview

As a key member of the Private Banking team, the Client Care Advisor is responsible for creating a tailored and memorable welcome experience. You will fulfil incoming servicing requests in person, via email, and phone while identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable clients to engage with RBC through the channel of their choice.

What you'll do

In this dynamic role within the Private Banking Support team, you will handle everyday banking and support tasks:

• Be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting
• Understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone
• Apply professional hospitality standards and professional client communication which includes e-mail, phone or in person interaction with clients
• Manage conference room booking
• Manage stationary and display of marketing materials
• Manage branch traffic, informing management team of opportunities to improve sales and service availability
• Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner
• Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice

Skills and experience

To qualify for these finance jobs in Richmond Hill, candidates must meet specific must-have criteria, with additional assets preferred:

• Minimum of 1-2 years of banking experience
• Strong working knowledge of Microsoft Office Suite
• Proven client service skills
• Excellent organizational skills
• Fluency in Mandarin and/or Cantonese
• Completion of IFC or CSC (Nice-to-have)
• Post-secondary education in Commerce or Business Administration (Nice-to-have)

About the company

At RBC, we thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. Working here gives you access to a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable, alongside leaders who support your development through coaching and managing opportunities.