Apply on Kit Job: kitjob.ca/job/2g8nxl
Take your career to the next level as a Financial Services Associate, dedicated to client success. Collaborate with Financial Advisors to drive positive financial outcomes in a full-time, in-person setting.
In this dynamic role, you’ll engage with high-value clients, providing the administrative and client-focused support essential for their financial journeys. Drawing upon your expertise in cash management, credit, and investments, you’ll address client inquiries while enhancing their overall experience. A solid commitment to problem-solving and organizational efficiency is key to thriving in this position.
Key Responsibilities:
• Partner with Financial Advisors to facilitate client success • Answer client queries on investments and financial products • Organize client files and manage appointments efficiently • Drive team productivity by identifying growth opportunities • Actively resolve client issues with accountability
Requirements: • Knowledge of financial services and client engagement • Strong analytical and problem-solving skills • Excellent communication abilities in client interactions • Flexibility to cover multiple banking centers • Collaborative mindset and eagerness to learn
Use your financial expertise and customer-centric approach to help clients navigate their paths to success in an inclusive and supportive banking environment. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g8nxl
📌 Experienced Financial Services Associate Focused on Client Engagement and Solutions (Gatineau)
🏢 CIBC
📍 Gatineau