Customer Success Associate
1 week ago
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada, serving close to 1,000 investment advisors who manage the assets of more than 400,000 clients across about 100 branches.
Job SummaryWe are seeking a highly organized and customer-focused Customer Success Associate to join our dynamic team. As a key member of our Wealth Management group, you will play a vital role in providing exceptional support to our wealth advisors and clients.
Key Responsibilities:- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
- Good knowledge of the Microsoft Office suite
- Organizational and priority management skills
- Valid Canadian Securities Course (CSC) and Conduct and Usage Standards Handbook as well as CIRO registration are an asset.
In addition to competitive compensation, we offer a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness program, flexible group insurance, generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, opportunities to get involved in community initiatives, telemedicine service, and virtual sleep clinic.
What We OfferWe're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
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