Client Associate

RBC; Town of Charlotte (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

RBC Wealth Management in the United States seeks a client services professional to handle inquiries via calls, email, or chat and to conduct periodic surveys to identify opportunities to advise on other RBC products and services.

The role includes contract administration support, developing new prospects, establishing clients, and introducing RBC’s products and services to meet client needs.

Qualifications

• Handles inquiries via multiple channels and resolves routine issues.
• Performs periodic client surveys to identify advisory opportunities.
• Supports contract administration and resolves related issues.
• Develops new prospects and introduces RBC products and services.

Responsibilities

• Answer basic inquiries and resolve routine problems about products/services via calls, email or chat.
• Conduct periodic client surveys to determine satisfaction and advisory opportunities.
• Perform contract administration support and resolve contract-related issues.
• Develop new prospects, establish clients, and find opportunities 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:

6000 FAIRVIEW ROAD:CHARLOTTE

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.

Qualified applicants may be contacted to review their resume in more detail.