Client Associate
Core
Answering basic inquiries, resolving routine problems, conducting client satisfaction surveys, and developing new prospects for RBC's products and services.
Role type
Client Associate (Wealth Management)
Builds
RBC's products and services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Product Services, Sales Activities
Responsibilities
Answering basic inquiries and resolving routine problems via calls, email, or chat; Conducting periodic client surveys to determine satisfaction; Performing contract administration support; Developing new prospects and establishing clients.
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