Service Promise

Receive the attention you deserve

You are our client. And you deserve our respect. This is a fundamental tenet of our long-term commitment to you. So when you and your financial advisors join RBC Correspondent Services, you won’t have to struggle to get our attention when you have a question or you want help with something. Here’s what you can expect from us:

Dedicated support – Other clearing firms associated with larger brokerages may not allocate staff and resources exclusively to their correspondents. At those firms, correspondents may have to compete with the firm’s own brokers for time and attention. But our client support personnel are devoted exclusively to helping you meet your needs. Our entire team works solely for you, your financial advisors and your support staff.

Responsive service – Using direct-dial phone numbers, faxes, e-mail addresses and electronic service requests, you can contact our support personnel directly for virtually every aspect of your business. This means the person who answers the phone is the person who answers your question about the specific issue that concerns you.

Educational assistance – We also conduct online and on-site training, so your financial advisors and office personnel have a complete understanding of the products, tools and systems we offer.

Experience – Our personnel know what they’re doing – because they’ve been doing it for a long time. In fact, we have one of the longest average employee tenures on the Street. So, when you call us with a concern or a question, we’ll know the solution – or we’ll know where to get it quickly for you.

Midwestern work ethic – We have a friendly “can-do” attitude that translates into a superior service orientation. When you call us, we’re there to help. You can’t “inconvenience” us because you’re the only reason we’re in business.

Convenience – We’re almost always going to be open when you want to call. Plus, we keep extended business hours Monday through Friday for you.

With our expert and experienced employees on your side, you can count on the support you need to keep your business growing. We’re here for you – and you alone.

Redefine How You Think About Clearing Relationships.
Related Links
Contact Us