Senior Client Service Specialist - Calgary - beBeePersonal

    beBeePersonal
    beBeePersonal Calgary

    6 days ago

    Full time

    Job title: Banking Associate, Private Banking 1859

    Description

    Job Overview


    Banking Associate - Private Wealth Management Role



    This is a unique opportunity to join our esteemed team as a Banking Associate in Private Wealth Management. As part of this dynamic role, you will provide exceptional support to senior private bankers and contribute significantly towards delivering personalized banking services.



    Key Responsibilities:


    • Create customized plans for clients by identifying their financial objectives and providing solutions tailored to meet these needs.
    • Maintain accurate records of client interactions, including account openings, transactions, and communications with the client service team.
    • Liaise closely with various stakeholders involved in file processing to ensure timely completion of tasks within agreed-upon deadlines.
      • Analyze complex data from multiple sources and create meaningful insights that inform decisions on loan applications or other financing options available to clients. These analyses can help identify lucrative opportunities across different products offered by our organization’s wealth management arm while also aiding managers in controlling costs associated with loans; 
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