Maximize your impact as an Investment Associate at CIBC in Edmonton. This role emphasizes client service and administrative support, ensuring high value portfolios are managed efficiently.
In this temporary position, you'll serve as an essential support for the Investment Counselor while honing your skills in client interactions and market knowledge. Your responsibilities will include preparing documentation, maintaining client databases, and crafting compelling client presentations. This is an excellent chance for specialists looking to make a meaningful difference in high net worth investment management.
Key Responsibilities:
• Provide administrative support to the Investment Counselor • Prepare and distribute client documentation and materials • Maintain and update client databases and portfolios • Manage follow-ups on client inquiries effectively • Process client transactions and assist with account setups
Requirements: • Degree in business or related field required • Completion of CSC is an asset • Solid interpersonal and relationship-building skills • Attention to detail and multitasking abilities • Knowledge of financial industry activities
Bring your customer service expertise and analytical skills to enhance client relationships at CIBC. #J-18808-Ljbffr