Description
A career as a Client Service Associate in the team of CWB Wealth Partners at National Bank is to act as a high-touch client service and relationship management expert. This job allows you to have a positive impact on the organization through your proactive client service skills, investment industry knowledge, and relationship-building experience.
Your job • Ensure high-quality client service delivery that exceeds expectations in every interaction. • Meet the objectives of client retention and satisfaction by supporting Private Wealth Advisors and Portfolio Managers. • Realize the efficient onboarding of clients through accurate documentation, account setup, and fee structures. • Make sure you maintain accurate and timely records in CRM systems and ensure compliance in all trading and documentation activities. • Accompany or influence clients by supporting their financial goals through proactive communication and service. • Identify opportunities to enhance client experience and operational efficiency. • Take part in the preparation of client portfolio reviews, tax documentation, and meeting materials.
Your team
Within the Wealth Management sector, you are part of a team of collaborative professionals, and you report to the Section Manager. Our team stands out for its client-first approach, high-touch service model, and deep commitment to long-term relationships. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Basic requirements • Hold a University Certificate and 3+ years of experience; OR Bachelor's degree and 3+ years of experience. • Current registration in an IR or RR capacity with IIROC is strongly preferred. • Knowledge of the investment industry, including documentation, compliance, and trading. • Experience in servicing high-net-worth clients and managing client relationships. • Being available to travel occasionally for client meetings or team collaboration.
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
Read more
Your job • Ensure high-quality client service delivery that exceeds expectations in every interaction. • Meet the objectives of client retention and satisfaction by supporting Private Wealth Advisors and Portfolio Managers. • Realize the efficient onboarding of clients through accurate documentation, account setup, and fee structures. • Make sure you maintain accurate and timely records in CRM systems and ensure compliance in all trading and documentation activities. • Accompany or influence clients by supporting their financial goals through proactive communication and service. • Identify opportunities to enhance client experience and operational efficiency. • Take part in the preparation of client portfolio reviews, tax documentation, and meeting materials.
Your team
Within the Wealth Management sector, you are part of a team of collaborative professionals, and you report to the Section Manager. Our team stands out for its client-first approach, high-touch service model, and deep commitment to long-term relationships. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.
Basic requirements • Hold a University Certificate and 3+ years of experience; OR Bachelor's degree and 3+ years of experience. • Current registration in an IR or RR capacity with IIROC is strongly preferred. • Knowledge of the investment industry, including documentation, compliance, and trading. • Experience in servicing high-net-worth clients and managing client relationships. • Being available to travel occasionally for client meetings or team collaboration.
Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us!
