Client Associate

rbc; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

RBC Wealth Management seeks a dedicated professional in Charlotte, NC to answer inquiries, resolve routine problems, and engage clients with cross-sell opportunities. You will conduct surveys, support contract administration, and help develop new client prospects for RBC's products and services.

The role is salaried with standard 40-hour weeks, based in the Wealth Management platform. This opportunity emphasizes client service excellence and collaboration within a leading bank.

Qualifications

• Basic inquiries handling and problem resolution via calls, email or chat.
• Periodic surveys to determine client satisfaction and cross-sell opportunities.
• Contract administration support and issue resolution.

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: 6000 FAIRVIEW ROAD
• City: Charlotte
• Country: United States of America
• Work hours/week: 40
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-09-25
• Application Deadline: 2026-10-30
• 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.