{"id":41,"date":"2023-01-12T11:54:43","date_gmt":"2023-01-12T11:54:43","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?page_id=41"},"modified":"2024-10-07T20:56:36","modified_gmt":"2024-10-07T20:56:36","slug":"culture-of-service","status":"publish","type":"page","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/culture-of-service\/","title":{"rendered":"Culture of service"},"content":{"rendered":"\n

Culture of service<\/span><\/h1>Our capabilities<\/span><\/span>
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Enjoy dedicated support and training so you can take full advantage of our services and solutions to help grow your business.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n

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The services and solutions we deliver impact your business in a meaningful way. We recognize firms like yours have unique needs and you deserve more than a \u201cone-size-fits-all\u201d approach to service.<\/p>\n\n\n\n

That\u2019s why we provide personalized support and training throughout your relationship with us.<\/p>\n\n\n\n

Contact us today<\/a> to discuss the support and training you can expect.<\/p>\n\n\n\n

Onboarding<\/h3>\n\n\n\n

When you begin your relationship with us, you are assigned a dedicated client service manager and an onboarding manager. Together, they spearhead a team of onboarding and training specialists who help you move client accounts and assets to our clearing and custody platform.<\/p>\n\n\n\n

During onboarding, we provide one-on-one training on our processes, technology and suite of financial products. Based on your learning preferences, training may be done in person, through videoconferencing or online on-demand. Helping you and your financial professionals feel confident using our platform to run, grow and protect your business is a top priority for us.<\/p>\n\n\n\n

Ongoing training and support<\/h3>\n\n\n\n

Your client service manager learns about you, your business priorities and what makes your firm unique. They contact you regularly to meet your service expectations, ask about your changing needs and discuss capabilities for you to consider.<\/p>\n\n\n\n

In addition, they work with our training specialists to help you learn about new technologies, products and services as they are added to our ever-growing platform. So you are always up-to-date and ready to take advantage of the latest solutions available.<\/p>\n\n\n\n

When you need help right away<\/h4>\n\n\n\n

We offer attentive, responsive support when you contact us with specific questions. You always have a direct line to your client service manager as well as all operations departments. Should you wish to go directly to product departments, our experienced staff who support the solutions and tools you use always welcome your calls.<\/p>\n\n\n\n

For general support<\/h4>\n\n\n\n

Our business support team can fulfill service-related questions on RBC Clearing & Custody products and services, training on RBC Clearing & Custody applications and system functionality. This includes answering \u201chow-do-I\u201d questions and serving as the core support for technology.<\/p>\n\n\n\n

For end client support<\/h4>\n\n\n\n

Our client support service team can help answer non-investment-related questions\u2014from you and your clients\u2014pertaining to the client portal<\/a> as well as RBC Visa cards, online bill pay and other cash management capabilities<\/a>.<\/a><\/p>\n\n\n\n

Strategic consulting<\/h3>\n\n\n\n

Our business is getting to know yours. Whether you are a broker-dealer<\/a> or a registered investment advisor<\/a>, we have an in-depth understanding of the different service models you have to choose from. We are industry leaders who can offer insights on:<\/p>\n\n\n\n