Client Success Associate
3 weeks ago
At Laurentian Bank, we believe in changing banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.
This role sits within Laurentian Bank's Personal Banking division.
As a Client Success Associate, you will play a vital role in supporting Personal Banking Advisors in their advisory role and business development activities. Your primary focus will be on helping customers improve their overall financial health.
Responsibilities- Serve as the primary point of contact for clients, collaborating with Personal Banking Advisors to ensure a seamless customer experience.
- Respond promptly and effectively to client inquiries, requests for information, and follow-ups via phone, email, or in person.
- Actively contribute to building strong relationships with clients by understanding their financial needs and goals.
- Assist Personal Banking Advisors in providing exceptional service and guidance to clients on a variety of financial products and services.
- Support the advisors' efforts in identifying new business opportunities and expanding client relationships.
We are seeking individuals who possess strong communication, interpersonal, and problem-solving skills. A passion for helping others achieve their financial goals is essential. Previous experience in a customer service or financial services role is an asset.
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