Client Financial Services Representative
2 weeks ago
Hybrid
Job number: 23889
Category: Support
Status: Permanent
Schedule: Full-Time
Date: 11-Dec-2024
Location: Chicoutimi, Quebec
Area of Interest: Advisory services, Personal banking
A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients.
- Optimize interactions with clients on the technical, administrative and operational aspects of their investment transactions.
- Propose transaction and investment solutions when analyzing client files, if required.
- Support Financial Planners in data analysis and solving complex files to satisfy clients.
- Ensure compliance with the processes used and the implementation of new features.
- Ensure adherence to compliance and risk management rules.
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