Wealth Management Client Advisor

rbc; Asheville (NC); On-site; USD 42,000 - 66,000; Full time

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

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