Remote Banking Client Services Associate

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading financial institution in Montreal is seeking an Associate for their Exclusive Remote Advisory Service team. In this role, you will support clients by providing top-quality customer service, executing investment account transactions, and managing client files. Ideal candidates should have a related college diploma, excellent customer service skills, and proficiency in Microsoft Office. Bilingualism in English and French is required. The position offers a range of benefits including flexible insurance and a generous pension plan.

Qualifications

• 2 years of relevant experience in banking, insurance, and/or finance is an asset.
• Excellent knowledge of Microsoft Office Suite is required.
• Outstanding customer service skills are essential.

Responsibilities

• Support the team to provide top-quality customer service.
• Execute deposit, withdrawal, and transfer instructions on investment accounts.
• Handle the administrative management of client files.

Skills

Customer service

Microsoft Office Suite

Bilingual (English, French)

Education

College and/or university diploma related to the sector

Job description

A leading financial institution in Montreal is seeking an Associate for their Exclusive Remote Advisory Service team. In this role, you will support clients by providing top-quality customer service, executing investment account transactions, and managing client files. Ideal candidates should have a related college diploma, excellent customer service skills, and proficiency in Microsoft Office. Bilingualism in English and French is required. The position offers a range of benefits including flexible insurance and a generous pension plan.