Wealth Management Client Success Advisor

RBC Capital Markets LLC; Asheville (NC); On-site; USD 52,000 - 78,000; Full time

Job summary

RBC Capital Markets LLC in Asheville, NC is seeking a full-time role in Wealth Management focused on client service and sales support. You will handle inquiries via calls, email, or chat, conduct client surveys to identify opportunities, and assist with contract administration while developing new prospects for RBC's products and services.

The position is salaried, 40 hours per week, with platform exposure to wealth management and regular duties as a standard full-time role within our

Qualifications

• 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.

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 Asheville, NC is seeking a full-time role in Wealth Management focused on client service and sales support. You will handle inquiries via calls, email, or chat, conduct client surveys to identify opportunities, and assist with contract administration while developing new prospects for RBC's products and services.

The position is salaried, 40 hours per week, with platform exposure to wealth management and regular duties as a standard full-time role within our