Client Solutions Specialist
RBC — MONTRÉAL, Quebec, Canada
Posted 2026-10-14
Job Description What is the opportunity? RBC Dominion Securities (RBC DS) is hiring a Client Solutions Specialist (CSS) to help transition clients to their ideal RBC platform while contributing to Wealth Management Canada's success. Based in Montréal, you will engage with clients across three branches—Québec City, Sherbrooke, and Trois-Rivières—manage web and phone inquiries, and work collaboratively with RBC teams to ensure smooth transitions and excellent service. What will you do? Conduct in-depth discovery calls with clients to assess needs and identify the most suitable RBC platform or department for their circumstances. Manage a portfolio of transition activities across three assigned RBC DS branches: Québec City, Sherbrooke, and Trois-Rivières. Process inbound client inquiries originating from the RBC Wealth Management Canada digital platform and phone channels, achieving timely resolution within established service level agreements. Facilitate smooth client transitions between RBC platforms, maintaining detailed activity records in the contact management system. Execute branch presentations to communicate the CSS program value proposition and transition process. Develop and