Client-Centric Financial Services Associate

Canadian Imperial Bank of Commerce; United Kingdom; On-site; GBP 30,000 - GBP 50,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking individuals with strong client engagement skills to provide financial information and support. Responsibilities include solving client problems, managing appointments, and enhancing team productivity. This role offers a competitive salary, banking benefits, well-being support, and encourages a culture of learning and development. Join a team committed to making a difference in clients' lives.

Benefits

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Strong client engagement skills, capable of addressing financial queries.
• Ability to solve problems and take accountability for client issues.
• Excellent organizational skills for managing appointments and schedules.

Responsibilities

• Engage with clients to provide financial information and support.
• Listen and ask questions to understand client needs.
• Prepare client files and assist in maintaining productivity.

Skills

Client engagement

Problem solving

Organizational skills

Communication

Teamwork

Job description

A leading financial institution in the United Kingdom is seeking individuals with strong client engagement skills to provide financial information and support. Responsibilities include solving client problems, managing appointments, and enhancing team productivity. This role offers a competitive salary, banking benefits, well-being support, and encourages a culture of learning and development. Join a team committed to making a difference in clients' lives.