Client Support Agent

4 weeks ago

Edmonton, Canada CWB Financial Group Full time

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Roles Specifications

At CWB, we strive to build value for the people who choose us every day: our people, our clients, and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy

Put a spin on your banking career
- The overwhelming majority of our employees say CWB is a Great Place to Work®_

We’re different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
- Our employees love CWB. You’ll love it here too._

Inclusion has power.

Labels don’t matter here. But your perspective does.

Bring you. All of you. Feminist. Ally. Outdoor enthusiast. Indigenous elder. Storyteller. Artist. Landscape photographer. Animal rights activist. Student.

_inclusion has power_, and we’re always looking for unique perspectives to add to our teams. We have a culture that thrives on idea-sharing, collaboration, respect, caring and camaraderie. If you have a voice to add to the conversation, we’d love you to apply. All applicants are considered as part of an equitable and fair selection process.

The opportunity

Areas of focus
- Acting as the secondary point of contact and resolution between clients and Motive providing excellent client support through in-depth product and back-office knowledge to resolve issues effectively and efficiently for clients.
- Provide support to the client relationship team to deliver Motive Financial products to clients and prospects through the completion of back-office tasks with the occasional rotational depending on staffing levels and call volumes.
- Demonstrates a strong understanding back-office policy and procedures and how they relate to the support and assistance of client relationship agents.
- Open new client accounts and ensure that all documentation matches required specifications.
- Prepare and monitor daily, monthly, quarterly, and annual reports.
- Perform more complicated, detail-oriented client and account maintenance and updates that require in-depth knowledge of existing back-office procedures and processes.
- Work with other departments within CWBFG as required to provide support and assistance to both Motive clients and relationship team agents.
- Complete and maintain all regulatory related tasks and requirements that are assigned and be proactive in identifying any existing gaps in existing processes.
- Provide peer-to-peer coaching when applicable to ensure the entire Motive team is operating with the same understanding of all processes and procedures.
- Ensure policy and procedures are followed to ensure Motive’s retail administration is functioning effectively and aligns with applicable policies & regulatory requirements in all areas of retail banking and retail operations including lending, deposits, and investments.

Successful incumbent
- You are all about people. Be it your clients or your colleagues - you like communicating and connecting with others to provide solutions and build real, lasting relationships.
- You’re able to see the bigger picture. Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while growing business. You have gained this skill through a minimum of 4 years of back office experience, preferably in a banking environment. It would be an asset if you also had experience in operations, process and general administration.
- You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions. Along with this you have exception conflict resolution and objection handling skills.
- Being accountable and taking ownership of your actions and their results is something you pride yourself on.
- You’re very detail oriented. When you are making decisions, it is done in a timely, informed manner taking into account facts, goals, constraints and risks.

  • Client Support Agent

    4 weeks ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Location | Edmonton, AB Put a new _spin _on your banking...

  • Client Support Agent

    7 hours ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Location | Edmonton, AB Put a new _spin _on your banking...

  • Real Estate Agents Realtor®

    6 days ago

    Edmonton, Canada Elite Agent Collective Full time

    **We need agents to join our growing team. We have incredible systems and training in place and need agents who can quickly integrate, are good with technology, and are ready to take on leads quickly and grow their business.** Are you starting a new career in Real Estate or looking to go to the next level? Our agents spend the most time doing what they love...

  • Alberta - Travel Agent Support (Tico Certified)

    2 weeks ago

    Edmonton, Canada The Travel Agent Next Door Full time

    Travel Agent Support The Travel Agent Next Door is a company dedicated to supporting and providing business-building tools to assist our Partner Agents with managing and growing their businesses. Our team is comprised of members from across Canada and India and we are looking to add a dynamic team member to our Agent Support Team remotely out of...

  • Ramp Agent

    5 days ago

    Edmonton, Canada GAT Airline Ground Support Full time

    Ramp Agent Edmonton, AB, Canada Req #1472 Monday, June 24, 2024 Job Summary Ramp agents are responsible for loading and unloading aircraft baggage, guiding planes to and from their gates, operating baggage carts, de-icing planes and performing other airplane servicing duties. Ramp agents have fast-paced careers and should be comfortable working in...

  • Assistant Manager, Client Support

    3 weeks ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Assistant Manager, Client Support Role...

  • Lead Ramp Agent

    2 months ago

    Edmonton, Canada GAT Airline Ground Support Full time

    Lead Ramp Agent Edmonton, AB, Canada Req #1507 Friday, May 10, 2024 Job Summary Lead Ramp agents are responsible for loading and unloading aircraft baggage, guiding planes to and from their gates, operating baggage carts, de-icing planes and performing other airplane servicing duties. Ramp agents have fast-paced careers and should be comfortable...

  • Client Relationship Agent

    4 weeks ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Location | Edmonton, AB Put a new _spin _on your banking...

  • Client Relationship Agent

    7 hours ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Location | Edmonton, AB Put a new _spin _on your banking...

  • Technical Support Agent

    2 weeks ago

    Edmonton, Alberta, Canada GardaWorld Full time

    Select how often (in days) to receive an alert: Technical Support Agent Business Unit: Corporate Career Area: Operations and Administration Location: Edmonton, AB, CA GardaWorld is hiring Join our esteemed team as a Technical Support Agent and contribute to our remarkable journey Imagine joining a remarkable company that has been at the...

  • Team Lead, Client Relationship Agent

    2 weeks ago

    Edmonton, Alberta, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

  • Technical Support Agent

    1 month ago

    Edmonton, Canada GardaWorld Full time

    GardaWorld  is hiring! Join our esteemed team as a  Technical Support Agent  and contribute to our remarkable journey! Imagine joining a remarkable company that has been at the forefront of the industry since 2005 –  Liberty Security , a Canadian-owned powerhouse proudly under the umbrella of  GardaWorld . Based in Edmonton, we are a team of...

  • Agent Listing Support/edmonton Office

    2 weeks ago

    Edmonton, Canada Royal LePage Noralta Real Estate Full time

    **About us** Royal LePage Noralta Real Estate is a highly successful Real Estate Brokerage with 4 offices in the Greater Edmonton area. We are currently seeking a high-energy enthusiastic staff member for our Sherwood Park, AB T8H 2W7 office. We are professional, innovative, and our goal is to provide the best service possible to external and internal...

  • Customer Service Rep

    3 weeks ago

    Edmonton, Canada Kyle Houston - Agent for Desjardins Insurance Full time

    Join a leading insurance and financial services agency for Desjardins Insurance with 2 locations in Edmonton. We are looking for a star who is an energetic, self driven professional to provide exceptional customer service to our clients. Great hours, supportive staff. Come join our winning team! - Competitive salary and bonuses - Ongoing promotions with...

  • Technical Support Agent

    1 month ago

    Edmonton, Canada GardaWorld Full time

    GardaWorld is hiring! Join our esteemed team as a Technical Support Agent and contribute to our remarkable journey!Imagine joining a remarkable company that has been at the forefront of the industry since 2005 - Liberty Security, a Canadian-owned powerhouse proudly under the umbrella of GardaWorld. Based in Edmonton, we are a team of motivated and caring...

  • Lead Ramp Agent

    4 weeks ago

    Edmonton, Canada GAT Airline Ground Support Full time

    Job Summary Responsibilities for Ramp Agent - Safely lift, load, unload and transport baggage, mail, and cargo from aircraft to airport - Maintain on-time connections by guiding aircraft to and from gate positions - Protect baggage and other equipment from damage, loss and weather conditions - Drive and operate ground equipment, such as tugs, cargo carts,...

  • Client Relationship Agent

    2 weeks ago

    Edmonton, Alberta, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as...

  • Technical Support Agent

    1 month ago

    Edmonton, Canada GardaWorld Full time

    GardaWorld is hiring! Join our esteemed team as a Technical Support Agent and contribute to our remarkable journey!Imagine joining a remarkable company that has been at the forefront of the industry since 2005 – Liberty Security, a Canadian-owned powerhouse proudly under the umbrella of GardaWorld. Based in Edmonton, we are a team of motivated and...

  • Junior Account Representative

    3 weeks ago

    Edmonton, Canada Kyle Houston - Agent for Desjardins Insurance Full time

    We are a leading insurance and financial services agency for Desjardins Insurance with 2 locations in Edmonton. We are looking for a star who is energetic, self driven that are looking for an exciting opportunity to connect with their community! Great hours, supportive staff. No nights! No weekends! Come join our winning team! - Competitive salary and...

  • Client Relationship Agent

    1 week ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important...