Top Benefits
About the role
Job Description
What is the opportunity?
We have an exciting opportunity to join our team in London as a Client Services Specialist. This role works closely with financial advisers who deal directly with our clients to answer enquiries.
RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Respond to all types of enquiries in a timely manner via our website, phone, or via email.
- Speak confidently to prospective clients to help identify their needs and help direct them to an appropriate adviser or third party.
- Manage referral data, and work with those specialising in data insights to produce reports for senior management meetings.
- Respond to enquiries from the client facing teams at RBC Brewin Dolphin.
- Where appropriate, identify and suggest process and customer service improvements.
- Longer term work to identify existing clients who may benefit from the wider RBC product offering.
- Support with team organisation including team diary management, travel booking and processing expenses.
- Support internal projects working with individuals from around the business with the support of the line manager.
What do you need to succeed?
Must-have
- Customer facing experience.
- Confidence in using Microsoft Office (Word, Excel. Outlook) as well as the ability to adapt to new systems.
- Clear and concise communication skills – oral and written.
- Accuracy and strong attention to detail.
Nice-to-have
- Experience working in Wealth Management, Financial Services or Professional Services.
What is in it for you?
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 care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details.
#RBCBD
Job Skills
Client Support, Collaboration, Communication, Confidence, Customer Service Management, Interpersonal Relationship Management, Microsoft Office, Office Tools, Prioritization, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Task-Oriented, Team Player, Teamwork, Work Attitudes
Additional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-22
Application Deadline:
2025-11-05
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
Job Description
What is the opportunity?
We have an exciting opportunity to join our team in London as a Client Services Specialist. This role works closely with financial advisers who deal directly with our clients to answer enquiries.
RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.
What will you do?
- Respond to all types of enquiries in a timely manner via our website, phone, or via email.
- Speak confidently to prospective clients to help identify their needs and help direct them to an appropriate adviser or third party.
- Manage referral data, and work with those specialising in data insights to produce reports for senior management meetings.
- Respond to enquiries from the client facing teams at RBC Brewin Dolphin.
- Where appropriate, identify and suggest process and customer service improvements.
- Longer term work to identify existing clients who may benefit from the wider RBC product offering.
- Support with team organisation including team diary management, travel booking and processing expenses.
- Support internal projects working with individuals from around the business with the support of the line manager.
What do you need to succeed?
Must-have
- Customer facing experience.
- Confidence in using Microsoft Office (Word, Excel. Outlook) as well as the ability to adapt to new systems.
- Clear and concise communication skills – oral and written.
- Accuracy and strong attention to detail.
Nice-to-have
- Experience working in Wealth Management, Financial Services or Professional Services.
What is in it for you?
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 care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details.
#RBCBD
Job Skills
Client Support, Collaboration, Communication, Confidence, Customer Service Management, Interpersonal Relationship Management, Microsoft Office, Office Tools, Prioritization, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, Task-Oriented, Team Player, Teamwork, Work Attitudes
Additional Job Details
Address:
12 SMITHFIELD STREET:LONDON
City:
London
Country:
United Kingdom
Work hours/week:
35
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-22
Application Deadline:
2025-11-05
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.