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    Client Support Agent - Edmonton, Canada - CWB Financial Group

    CWB Financial Group
    CWB Financial Group Edmonton, Canada

    1 week ago

    Default job background
    Full time
    Description

    At , 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 on your banking career

    We're different from the big banks in 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.

    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.
  • Maintain the Motive Financial general inbox, promptly and professionally responding to all emails.
  • 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 TM Hall of Fame.

    . 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

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

  • Organization wide coaching services
  • Mentorship
  • Education support & training programs

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

    Closing Date:

    Position closes at 12:01am on the close date identified below.

    05/13/2024
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