Client Solutions Associate - Wealth Management

RBC Capital Markets LLC; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

RBC Capital Markets LLC in Charlotte, NC is seeking a customer-focused professional to handle inquiries across calls, email, and chat, and to conduct client surveys for satisfaction and cross-sell opportunities in wealth management.

The role includes contract administration support and building new client relationships by presenting RBC's products and services, contributing to team objectives and client satisfaction.

Qualifications

• Experience in customer-facing roles within financial services is preferred.
• Ability to identify sales opportunities and advise clients on suitable products.
• Strong communication and problem-solving skills.

Responsibilities

• 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.

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

RBC Capital Markets LLC in Charlotte, NC is seeking a customer-focused professional to handle inquiries across calls, email, and chat, and to conduct client surveys for satisfaction and cross-sell opportunities in wealth management.

The role includes contract administration support and building new client relationships by presenting RBC's products and services, contributing to team objectives and client satisfaction.