Client Support Agent - Edmonton, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Edmonton, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At

CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors

We do this by:

Putting people first and building relationships with intention
Seeking out and embracing new ideas
Believing that how we do things is as important as what we do

Location | Edmonton, AB

Put a new _spin _on your banking career

The overwhelming majority of our employees say
CWB is a Great Place to Work_

We're different from the big banks in _the way_ we engage our employees - caring, responsive, and armed with an obsession for growing talent.

Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

Our employees love
CWB. You'll love it here too._

The opportunity

CWB is seeking a passionate and dedicated individual to join our team as a Client Support Agent.

In this role, you will have the opportunity to provide outstanding client support and establish lasting relationships with our valued clients.

As a Client Support Agent, you will act as a crucial point of contact for our clients, demonstrating your in-depth knowledge of our products and back-office processes to effectively resolve any issues that arise.

At
CWB, we believe in the power of people and the value of connections.

As a Client Support Agent, you will have the opportunity to communicate and connect with clients and colleagues, providing innovative solutions and building real, lasting relationships.

We foster a collaborative and inclusive culture where everyone's unique perspectives and contributions are valued.

What you'll be doing- Act as the secondary point of contact and resolution between clients and Motive, ensuring excellent client support through your comprehensive product and back-office knowledge.- Provide support to the client relationship team by completing back-office tasks, contributing to the delivery of Motive Financial products to clients and prospects.- Open new client accounts and ensure that all documentation meets required specifications. Prepare and monitor daily, monthly, quarterly, and annual reports.- Perform detailed client and account maintenance and updates that require a deep understanding of existing back-office procedures.- Collaborate with other departments within
CWBFG to provide support and assistance to both Motive clients and relationship team agents.- Complete all assigned regulatory tasks and proactively identify any existing gaps in processes.- Provide peer-to-peer coaching to ensure a consistent understanding of all processes and procedures within the Motive team.- Ensure strict adherence to policies and procedures to optimize the effectiveness of Motive's retail administration and align with regulatory requirements in all areas of retail banking and operations.

Successful incumbent- Four (4) or more years of back-office experience, preferably in a banking environment.- Experience in operations, process, and general administration is an asset.- Exceptional conflict resolution and objection handling skills.- Strong attention to detail and ability to make informed decisions within established timelines, considering various factors and risks.- Excellent communication and relationship-building skills.

Why work with us?

Proudly recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate Culture Hall of Fame.

Wellness matters_.

We offer an award-winning benefits package that includes:

Hybrid work environments
Everyday flexibility
Generous company-funded health coverage
Health care spending account
A flexible wellness program
generous time-away options to unplug, rest & recover
Career development.

_ We commit to our employees' development and help them reach their professional goals with:

Organization wide coaching services
Mentorship
Education support & training programs
Bring your whole self to work._ Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the
CWB family in our employee represented groups.

LI-DNP

As an equitable employer,
CWB Financial Group is committed to providing a safe and
- inclusive environment

where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require

accommodation

during any part of the recruitment or selection process, please reach out.

Closing Date: