Imperial Service Company
Financial Services
FinancialServicesAssociate,ImperialService
“Financial Services Associate, Imperial Service at Imperial Service Company. Skills: Client engagement, Relationship building, Problem solving, Organizational skills. support the team with client outreach, sales and administrative activities. build relationships with clients”
What You'll Achieve.
achieving sales results; help clients meet their financial goals; growing their network and deepening existing relationships; making a difference in your clients' financial success; delivering your best to make a difference
Industry & Context.
Problem solving; Listen, ask questions, and put yourself in the client’s shoes; Act like an owner by taking accountability for client issues
flexible to work our banking centre hours which may include evenings and weekends, flexible to work at multiple banking centres within a reasonable travel distance, legally eligible to work at the location(s) specified, may be asked to complete an attribute-based assessment and other skills test, use artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
1 year experience in working with clients and achieving sales results
Nice to Have
prior banking experience in a similar capacity
What You'll Do.
support the team with client outreach
sales and administrative activities
build relationships with clients
recommend the right products and solutions to meet their financial goals
create working relationships
maintaining schedules
improving team productivity
proactively uncovering business opportunities
How You'll Work.
Team & Collaboration
partner with Financial Advisors; support the Advisor team; lean on others to find solutions; help team success; motivated by collective success; enjoy working together
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