Client Service Specialist

• 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

• 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

Experience working in Wealth Management, Financial Services or Professional Services

• 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