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Client Associate Full-time Job

1 month ago Customer Services Calgary   49 views
Job Details

 

Job Responsibilities:

• You’ll join a team that goes above and beyond for their clients.

• As a Client Associate, you’ll work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.

• You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. 

 

 Job Requirements:

• Proactively identify business opportunities for your team.

• Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.

• Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.

• Grow your network to create lasting connections that will generate future opportunities.

• Focus on each client experience and connect on a personal level to make every interaction meaningful.

Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships.

• Identify activities, processes and opportunities to improve the client experience.

Job Details:

Company: CIBC

Vacancy Type: Full Time

Job Location: Calgary, AB, Canada. 

Company Description
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com