Financial Client Services Specialist
4 weeks ago
Financial Services Associate page is loaded Financial Services Associate
Apply locations Toronto, ON time type Full time posted on Posted 7 Days Ago job requisition id 2408490 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You’ re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.
To successfully perform the work, you’ll be on-site full-time.
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.
Help team success by improving team productivity and proactively uncovering business opportunities.
You find meaning in relationships, and surround yourself with a diverse network of partners. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Analytical Thinking, Business Growth, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge Similar Jobs (5)
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