Description
We are seeking a Client Service Representative to join our Wealth Management team in Omaha, Nebraska.
As a Client Service Representative, you will build and maintain professional relationships with clients by assisting them and answering account questions. You will take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate. You will also adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
Responsibilities:
- Build and maintain professional relationships with clients
- Handle account inquiries and customer needs
- Escalate issues to financial advisors when necessary
- Adhere to compliance standards
- Facilitate the transfer of funds and securities
- Complete trades in client accounts
- Process checks, wires, and ACH's in a timely manner
- Maintain confidentiality in accordance with RBC's Code of Conduct
Requirements:
- Bachelor's degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-have:
- Current FINRA registrations
- Financial services experience
What we offer:
- Competitive compensation
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business