Client Assistant Officer (CAO)

Job Description

Actively recruiting for Hamilton and Stoney Creek

What is the opportunity?

As a Customer Assistance Officer (CAO), you will bring your proactive nature and be the first point of contact, greeting customers and answering customer inquiries by guiding them to the right service. In this role, you will work in close collaboration with the Insurance Advisors and accomplish various telephone and administrative tasks. RBC's Insurance stores offer clients the ability to obtain insurance advice from qualified Insurance Advisors on an in-person basis within a branch environment.

What will you do?

• Put clients first and ensure excellent customer service is delivered from the first point of contact.

• Opportunity spotting customers' needs via generated leads and referring them to the appropriate co-worker (i.e. Insurance Advisor or Regional Director).

• Activities include proactive outreach to clients via telephone or email to schedule appointments for the Advisors.

• Assist Insurance Advisors with administrative duties such as filing, confirming/booking appointments, ordering office supplies, photocopying, faxing and scanning documents, answering the telephone, correspondence, etc.

• Develop relationships with service partners and the local market to optimize business opportunities and referrals.

What do you need to succeed?

Must-have

• Superior verbal and written communication skills, with particular emphasis on telephone sales skills

• Strong customer service and organizational skills

• Self-starter with proven initiative and ability to work with little or no supervision.

• Ability to prioritize responsibilities to provide maximum impact.

• Completion of LLQP license within six months of start date.

• Work schedule: Monday to Friday 9:00 a.m. to 5:00 p.m.

Nice-to-have

• Experience in the Insurance industry.

• Call Centre experience is an asset.

What's 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.

• Work in a dynamic, collaborative, progressive, and high-performing team

• A comprehensive Total Rewards package including flexible benefits, competitive compensation, commissions and stock

• Ability to make a difference and lasting impact

• Management that supports your work and progression

• Sophisticated RBCI software tools to boost your productivity

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

1145 BARTON ST E:HAMILTON

City:

Hamilton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-10-17

Application Deadline:

2025-12-12

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.