Client Associate

1 month ago

Toronto, Ontario, Canada CIBC Full time
Join Our Team as a Client Associate

Nous sommes à la recherche d'un professionnel passionné pour rejoindre notre équipe de Client Associate. En tant que membre de notre équipe, vous serez responsable de construire et de développer les portefeuilles de clients de Wood Gundy grâce à une gestion relationnelle dédiée, des conseils d'investissement de confiance et un service client exceptionnel.

Responsabilités
  • Engagez-vous avec les clients pour comprendre leurs besoins et offrir des solutions personnalisées.
  • Travaillez en étroite collaboration avec les conseillers en placements pour développer de nouvelles opportunités commerciales et améliorer l'expérience client.
  • Identifiez les activités, les processus et les opportunités pour améliorer l'expérience client.
Compétences requises
  • Compétences en gestion de relations clients
  • Connaissances en placement et en gestion de portefeuille
  • Capacité à travailler en équipe et à communiquer efficacement
Avantages
  • Un environnement de travail dynamique et collaboratif
  • Des opportunités de développement professionnel et de croissance
  • Un salaire compétitif et des avantages sociaux

Nous sommes à la recherche d'un professionnel passionné qui partage nos valeurs et qui est prêt à rejoindre notre équipe. Si vous êtes motivé et que vous avez un véritable intérêt pour les relations clients, nous voulons vous rencontrer

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