Client Service Specialist

Job Description

What is the opportunity?We have an exciting opportunity to join our team in London as a Client Services Specialist.Since RBC acquired Brewin Dolphin in 2022, there has been great effort placed into helping clients take advantage of a wider service offering across RBC BD’s wealth management and banking services. To date this process has been managed by the firm’s Distribution Channel and as the offering grows, we need continued support to manage the increased flow of referrals.This role will work closely with financial advisers, and the successful candidate will be joining a team of enthusiastic and ambitious specialists who enjoy working collaboratively. It is not expected for the individual joining us to be an expert from day one, but it is crucial that they are keen to learn and happy to take on more responsibility in due course. 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 / client 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.

• The ability to build and manage relationships with internal and external stakeholders

• Collaborative and inclusive approach to work, a true team player with the ability to develop and maintain effective working relationships.

Nice-to-have

• Experience working in Wealth Management, Financial Services or Professional Services.

• CRM knowledge.

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 NoticeRBC 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 additional details.#RBCBDJob SkillsCustomer Service Management, Interpersonal Relationship Management, Office Tools, Product Knowledge, Product Services, Sales, Sales Activities, Sales Support, Sales Systems, TeamworkAdditional Job Details

Address:

16 ST HELEN'S PLACE: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:

2026-05-29

Application Deadline:

2026-07-20Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.