National Bank Financial Looking for Investment Associate Operations & Client Support at Vancouver, British Columbia, Canada Full Time

Path/Expectations – within a 2 year period we expect the candidate to grow into a more senior/independent role. The candidate will take ownership of “internal processes” and will complete ALL tasks without supervision). 

Our growth and success are the direct result of our teamwork, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.

At National Bank Financial you can Build Your Career with Confidence by:

Changing the Game: We have a vision and a strategy that will challenge the way business in this industry is done and help institutions be successful in meaningful ways.

Being Genuine & Proud: We are authentic. We say what we do, and we do what we say. As a part of our Team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference.

Joining an Unstoppable Team: We are a top producing Team at NBF and work with some of the largest global companies. To maintain and add such relationships, our Team looks out for each other and asks the best of each other to deliver our finest work.

Key Responsibilities

The successful candidate will be responsible for the following primary responsibilities:

• Responsible for learning and covering all client servicing needs, transactions, wires, statements, interest calculations and account openings on all platforms and jurisdictions.
• Work closely with internal departments to ensure smooth operational efficiencies.
• Ability to communicate with Team members and manage numerous in high pressure situations and speak directly with clients to help solve problems.
• Be responsible for client maturities and their movement of funds.
• Update balances to prepare our manual monthly statements in accordance to policy and procedures.  Statements are required by our international clients within the first 2 business days of the month. You may be required to work any Canadian Stat holiday and take a day in lieu.
• Oversee our compliance requirements and perform our monthly and quarterly checks and audits
• Prepare our monthly newsletter, update our database, upload to our microsite and post on various platforms i.e.: Linkedin, Live social.
• Clear and detailed notes of logged activities 
• Proper usage and delegation of tasks
• Properly update client profiles 

CRM Usage

The Following Qualifications are Required of the Successful Candidate

Show empowerment through solving problems and making decisions independently, while being accountable for the results.

Be client-centric by demonstrating that you are accessible, convenient and proactive by adhering to the team’s expected behaviours and commitments.

Creative thinking with the ability to exercise sound judgment in responding to questions and making decisions.

Be a Team Player who works cooperatively within the team and other departments to meet our customers’ needs.

Additionally, you show strength and leadership in:

• rong relationship building and interpersonal skills
• Ability to multi-task in a diverse and fast-paced organization
• Strong written and verbal communication skills

Educational and Work experience Requirements include:

• Post-secondary education in a relevant business discipline
• Minimum 2 years work experience in the banking or finance industry
• Be fully licensed as an Investment Associate or be willing to write the Canadian Securities courses and Conduct and    Practices Handbook within 6 months of hiring