Customer Service Ambassador

6 days ago


Barrie, Ontario, Canada NBC Full time
Job Summary

We are seeking a highly organized and customer-focused Operations Agent to join our team at National Bank. In this role, you will provide exceptional support to our clients and colleagues, ensuring seamless operational processes and delivering top-notch customer service.

About Our Team

National Bank Financial – Wealth Management is one of Canada's largest mutual funds brokerage firms, with over 1,000 investment advisors managing assets for more than 400,000 clients across 100 branches. As an Operations Agent, you will work closely with our experienced Regional Manager and a dynamic team of investment advisors.

Your Responsibilities
  • Act as the primary point of contact for resolving operational and IT issues affecting branch staff
  • Welcome clients warmly and direct them to the appropriate resource person
  • Deliver exceptional customer service through multiple channels, including in-person, phone, and email
  • Maintain common areas that are welcoming and professional for both teams and clients
  • Coordinate conference room schedules for clients and manage related logistics
  • Assist in planning events and conferences with internal and external partners
  • Perform various daily administrative tasks, such as mail distribution, document filing, and supply ordering
Your Skills and Qualifications
  • Bachelor's degree or equivalent experience required; college diploma in administration an asset
  • At least 21⁄2 years of relevant experience or 6 months with a college diploma; prior experience in financial services an asset
  • Practical knowledge of Excel, Word, and Outlook essential
  • Ability to adapt to change and work under pressure
  • Strong organizational and priority management skills
What We Offer
  • A competitive salary of $55,000 - $65,000 per year, based on location and experience
  • A hybrid (remote and in-office) work model to balance work-life harmony
  • A generous pension plan, employee share ownership plan, and group insurance benefits
  • Ongoing training and development opportunities to enhance your skills
  • An inclusive and barrier-free workplace environment that values diversity and empowerment


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