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Client Experience Coordinator
2 weeks ago
As a Client Experience Coordinator at National Bank, you'll play a vital role in ensuring our clients receive exceptional service. Your primary responsibilities will include:
- Communication and Collaboration: Foster strong relationships with clients, advisors, and other stakeholders to deliver seamless experiences.
- Service Delivery: Provide outstanding service to clients through various channels, including in-person, phone, and email.
- Account Analysis and Support: Analyze client accounts and provide insights to support wealth advisors in their business development activities.
- Transaction Processing: Process transactions related to investment accounts accurately and efficiently.
- File Maintenance: Update and maintain accurate client files.
- Meeting Preparation: Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
- Compliance and Risk Management: Ensure adherence to all relevant regulations and guidelines to safeguard our clients' information.
We're seeking an organized and detail-oriented individual with excellent communication skills. If you have a college diploma in a related field and at least one year of relevant experience, we invite you to apply.
As a member of our team, you'll benefit from a dynamic work environment, opportunities for growth and development, and a comprehensive benefits package.
