Client Care Advisor, Private Banking
Core
Deliver tailored client experiences and handle incoming servicing requests for Private Banking clients via in-person, email, and phone interactions at the Vancouver office.
Role type
Client Care Advisor (Private Banking Support)
Builds
High-level service and support for Private Banking clients, including the Black Card Experience
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client service, Microsoft Office Suite, Organizational skills, Mandarin/Cantonese fluency
Preferred skills
IFC or CSC certification, Post-secondary education in Commerce or Business Administration
Responsibilities
Fulfill incoming servicing requests in person, via email, and phone; Resolve client concerns at first point of contact; Champion digital education for clients; Manage conference room booking and marketing materials; Manage branch traffic and inform management of sales/service opportunities.
Seniority
Entry-level to Mid-level (1-2 years experience)