CIBC
Associate for Client Services at CIBC
Job Description
Join CIBC as an Associate focused on top-tier client services in Toronto. Utilize your financial expertise to assist high net-worth clients in their investment journeys.
As a Premium Edge Associate, you will directly interact with self-directed investing clients, providing education on trading policies while executing trades as instructed. Your role involves managing a significant volume of calls, ensuring compliance with regulations, and striving for excellence in client service delivered with accuracy.
Key Responsibilities:
• Educate clients about trading policies and processes
• Execute trades per client instructions with high accuracy
• Provide efficient resolution to client inquiries
• Monitor and maintain service levels on all calls
• Support team efforts in sales and client retention initiatives
Requirements:
• Valid accreditation from the CSC, CPH, and DFOL courses
• Background in sales or client relationship management
• Familiarity with market...
As a Premium Edge Associate, you will directly interact with self-directed investing clients, providing education on trading policies while executing trades as instructed. Your role involves managing a significant volume of calls, ensuring compliance with regulations, and striving for excellence in client service delivered with accuracy.
Key Responsibilities:
• Educate clients about trading policies and processes
• Execute trades per client instructions with high accuracy
• Provide efficient resolution to client inquiries
• Monitor and maintain service levels on all calls
• Support team efforts in sales and client retention initiatives
Requirements:
• Valid accreditation from the CSC, CPH, and DFOL courses
• Background in sales or client relationship management
• Familiarity with market...