Wealth Management Client Associate — Grow & Serve Clients

rbc; Wayzata (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

RBC is seeking a full-time Wealth Management professional in Wayzata, Minnesota to deliver exceptional customer service, build trusted client relationships, and drive sales opportunities. The role emphasizes product guidance, problem solving, and collaborative teamwork within a dynamic banking environment.

You will engage clients, understand their financial needs, and promote RBC Wealth Management offerings while maintaining high service standards and adherence to regulatory requirements.

Qualifications

• Strong customer service and relationship-building abilities.
• Ability to identify and pursue sales opportunities.
• Effective communication and problem-solving within a team.

Responsibilities

• Maintain client knowledge and service standards.
• Foster positive customer relationships and handle inquiries.
• Identify opportunities to expand product and service usage.
• Collaborate with team to solve problems and meet targets.

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 is seeking a full-time Wealth Management professional in Wayzata, Minnesota to deliver exceptional customer service, build trusted client relationships, and drive sales opportunities. The role emphasizes product guidance, problem solving, and collaborative teamwork within a dynamic banking environment.

You will engage clients, understand their financial needs, and promote RBC Wealth Management offerings while maintaining high service standards and adherence to regulatory requirements.