Client-Focused Associate in Exclusive Remote Advisory Service

Support clients in achieving their life goals as a proactive Associate. Deliver exceptional service and assist with banking operations while working in a hybrid environment.

As an Associate, you will play a crucial role in our Exclusive Remote Advisory Service team. This position requires excellent customer service skills and a proactive approach to managing client inquiries. You will collaborate within a team of fourteen while enjoying the flexibility of working remotely and onsite at the downtown office.

Key Responsibilities:
• Provide top-quality customer service to clients
• Execute transactions on investment accounts accurately
• Analyze and maintain up-to-date client files
• Manage client meeting agendas and scheduling
• Ensure compliance with all regulations and policies

Requirements:
• Completed college or university diploma
• 2 years of experience in banking or finance
• Proficiency in Micro...