Financial Services Professional
1 month ago
We are seeking a highly skilled Financial Services Professional to join our team at NBC. As a key member of our team, you will be responsible for providing exceptional client service and support in the area of investments.
Key Responsibilities:
- Optimize interactions with clients on the technical, administrative, and operational aspects of their investment transactions.
- Use an advisory approach by detecting opportunities and referring clients to the right specialist.
- 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.
About the Role:
This is an exciting opportunity to work in a dynamic and collaborative environment where you will have the chance to develop your skills and expertise. You will be part of a team that values empathy and open-mindedness, and you will have the opportunity to work with a variety of clients and stakeholders.
Requirements:
- High school diploma and 3 years of relevant experience or college diploma and 1 year of relevant experience
- Mutual Fund Representative (MFR) license (or obtain certification within 3 months of hiring)
- Experience in customer service and interest in business development
- Basic investment knowledge
- Experience in administrative support and in processing investment, financing, and transaction products
- Proficient with IT tools and comfortable navigating digital tools
- Ability to rigorously manage several requests at the same time
What We Offer:
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- A dynamic and collaborative work environment
- A chance to make a positive impact on our clients' lives
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