Private Banking Client Experience Specialist

TD; Canada; On-site; CAD 52,000 - 75,000; Full time

Job summary

A leading financial institution seeks a Private Banking Client Service Associate in Montréal, Quebec, to ensure exceptional service for high-net-worth clients. Key responsibilities include assisting in onboarding processes, resolving client inquiries, and ensuring compliance with banking regulations. Candidates should possess relevant experience, bilingual fluency in English and French, and preferably an undergraduate degree. This role offers opportunities for growth and participation in maintaining high service standards.

Benefits

Competitive salary

Health and well-being benefits

Career development opportunities

Qualifications

• 3 years relevant experience in Private Banking or with affluent clients.
• Thorough knowledge of Retail Banking products, systems, and services.
• Self-starter who works with minimal supervision.

Responsibilities

• Provide exceptional client service at every customer interaction.
• Assist in client onboarding and recommend retail solutions.
• Ensure satisfactory resolution of client inquiries.

Skills

Bilingual (English & French)

Client relationship management

Communication skills

Attention to detail

Education

Undergraduate degree

Completion of Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC)

Job description

A leading financial institution seeks a Private Banking Client Service Associate in Montréal, Quebec, to ensure exceptional service for high-net-worth clients. Key responsibilities include assisting in onboarding processes, resolving client inquiries, and ensuring compliance with banking regulations. Candidates should possess relevant experience, bilingual fluency in English and French, and preferably an undergraduate degree. This role offers opportunities for growth and participation in maintaining high service standards.