Client Associate/Registered Client Associate - Wayzata
Core
Provide customer service and sales support for RBC Wealth Management clients.
Role type
Client Associate / Registered Client Associate
Builds
Client relationships and sales opportunities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Customer Service, Sales Activities, Interpersonal Relationship Management, Oral Communications, Group Problem Solving, Product Services
Responsibilities
Customer Knowledge, Customer Service Management, Identifying Sales Opportunities, Perseverance and Follow-Through