2023 Summer Wealth Management, 4 months, Business Initiatives - Relationship Management Solutions - Summer Student Job at Royal Bank of Canada
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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
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Job Description
NOTE: This position requires mandatory travel across Canada as well as in-person office work. There will be opportunity to work from home when not travelling.
- Travelling to branches across Canada to support Salesforce migrations
- Meet with branch teams to support and assist in their individual switch between ClientView (old CRM) and Salesforce (new CRM)
- Will be provided with a migration "playbook" to help answer common migration questions when possible, or direct the questions to the appropriate channel
- Migration Specialists will be trained on Salesforce to help support set up of templates, reports, personalized views etc.
- When not travelling, Migration Specialists will provide phone and email support to migrating teams
Job Summary
Summer students will operate as Migration Specialists to help facilitate the switch from ClientView CRM tool to Salesforce within the branches. Summer students will travel to branches across Canada to help onboard employees to the new tool and triage support needs. When not in branches physically, Summer Students will support branches remotely (either in Head Office or from home).
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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