Client-Focused Financial Services Associate (Edmonton)

Client-Focused Financial Services Associate (Edmonton)

19 Apr
|
CIBC
|
Edmonton

19 Apr

CIBC

Edmonton

Enhance client success as a Financial Services Associate. Collaborate with Financial Advisors to drive business growth through exceptional client support and financial guidance, working flexible hours in various banking centres.
In this role, you'll be key in providing administrative assistance and fostering relationships with high-value clients. You will leverage your skills in cash management, credit, and investment to meet their financial goals effectively. Your ability to problem-solve and maintain an organized workplace will contribute to the overall productivity of the banking team.
Key Responsibilities:
• Support Financial Advisors by engaging with high-value clients
• Assist in preparing client files and booking appointments
• Listen actively to understand and resolve client issues




• Identify and pursue business growth opportunities
• Collaborate with team members to enhance efficiency
Requirements:
• Strong background in client service and financial products
• Experience in problem solving and organizational skills
• Passion for supporting diverse client needs
• Eagerness to learn continuously and improve skills
• Flexibility to work at various locations
Drive financial success for clients by leveraging your knowledge, problem-solving abilities, and dedication to exceptional service.
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📌 Client-Focused Financial Services Associate (Edmonton)
🏢 CIBC
📍 Edmonton

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