Wealth Management 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

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.