Dartmouth Financial Services Associate

Position: Dartmouth Financial Services Associate Needed
Support high-value clients as a Financial Services Associate at CIBC in Dartmouth. Play a pivotal role in providing administrative support while enhancing client engagement and financial solutions.

As part of CIBC's Imperial Service Team, you will collaborate with Financial Advisors to help clients secure their financial futures. This full-time position emphasizes client relationship management and requires flexibility in working hours, including some evenings and weekends across various banking centres. Your organizational and problem-solving skills will contribute to seamless client experiences.

Key Responsibilities:

• Collaborate with Financial Advisors to assist clients

• Manage inquiries related to financial services

• Prepare and maintain client files and schedules

• Enhance team productivity by uncovering business opportunities

• Address and resolve client issues effectively

Requirements:

• Prior experience in customer service or financial roles

• Knowledge of cash management and financial products

• Proven organizational skills in a fast-paced environment

• Flexibility to work at different banking locations

• Commitment to building strong client relationships

Enhance your career in finance by joining CIBC's dedicated team in Dartmouth.
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