Wealth Management Client Advisor

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

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.