Client Associate

rbc

Asheville (NC)

On-site

USD 42,000 - 66,000

Full time

8 days ago
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Job summary

RBC Wealth Management in Asheville, NC seeks a client-service professional to handle inquiries and resolve routine issues via calls, email, or chat. You will conduct client surveys to gauge satisfaction and uncover opportunities to advise on additional RBC products and services.

The role includes contract administration support and developing new prospects for RBC's offerings. The position emphasizes relationship management, problem solving, and effective communication to drive client

Qualifications

  • Customer-facing role within wealth management.
  • Strong focus on service quality and problem resolution.
  • Ability to identify sales opportunities and develop client relationships.

Responsibilities

  • Answering basic inquiries and resolving routine problems via calls, email or internet chat.
  • Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.
  • Performing contract administration support and resolving contract related issues.
  • Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.

Skills

Customer Knowledge
Customer Service
Customer Service Management
Group Problem Solving
Identifying Sales Opportunities
Interpersonal Relationship Management
Oral Communications
Perseverance and Follow-Through
Product Services
Sales Activities

Job description

Job Description

Answering basic inquiries and resolving routine problems regarding products and services via calls, email or internet chat.

Conducting periodic and regular surveys of clients to determine satisfaction and opportunities to advise on other products and services.

Performing contract administration support and resolving contract related issues.

Developing new prospects, establishing clients, and finding opportunity to introduce RBC's products and services.

Job Skills
  • Customer Knowledge
  • Customer Service
  • Customer Service Management
  • Group Problem Solving
  • Identifying Sales Opportunities
  • Interpersonal Relationship Management
  • Oral Communications
  • Perseverance and Follow-Through
  • Product Services
  • Sales Activities
Additional Job Details
  • Address:
  • 2 TOWN SQUARE BOULEVARD:ASHEVILLE City:
  • Asheville Country:
  • United States of America Work hours/week:
  • 40 Employment Type:
  • Full time Platform:
  • WEALTH MANAGEMENT Job Type:
  • Regular Pay Type:
  • Salaried Posted Date:
  • 2026-09-24 Application Deadline:
  • 2026-10-29 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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