Become a Financial Associate with Coast Capital in the Richmond Centre Branch. This full-time hybrid position involves supporting Financial Planners and boosting member satisfaction.
As a Financial Associate, you will assist with day-to-day operations for Financial Planners. Your role will include managing calendars and making regular outbound calls to members. By delivering high-quality service, you will play a vital role in helping members improve their financial health, contributing to Coast Capital's profitability.
Key Responsibilities:
- Provide administrative support to Financial Planners
- Manage scheduling and outbound communications
- Enhance new business development efforts with proactive support
- Establish strong member relationships for a positive experience
- Collaborate with other teams to ensure excellent service delivery
Requirements:
- Background in administrative support or customer service
- Ability to build and maintain relationships effectively
- Strong communication and organizational skills
- Financial knowledge is advantageous
- Must successfully undergo background checks
Support members' financial journeys while advancing your professional career at Coast Capital.
Hybrid Financial Associate at Coast Capital in Richmond employer: Coast Capital Savings
Coast Capital is an exceptional employer that prioritizes employee growth and development while fostering a supportive and inclusive work culture at the Clearbrook Branch. As a Part Time Member Services Representative, you will not only engage with members to enhance their financial journeys but also benefit from ongoing training and opportunities to expand your financial knowledge. With a commitment to exceptional service and community values, Coast Capital offers a rewarding environment where your contributions truly make a difference.
