The Senior Client Service Associate supports Directors and Associate Directors in servicing complex National Account clients by managing onboarding, credit, and fulfillment activities
Job Summary
The Senior Client Service Associate supports Directors and Associate Directors in servicing complex National Account clients by managing onboarding, credit, and fulfillment activities.
This role champions a customer-focused culture and ensures compliance with regulatory and internal policies while coordinating with multiple internal and external partners.
The position requires strong organizational skills to handle multiple concurrent requests and promotes continuous process improvement and client satisfaction.
Matching Summary
The Senior Client Service Associate supports Directors and Associate Directors in servicing complex National Account clients by managing onboarding, credit, and fulfillment activities.
Skills & Requirements
Must-have
Client onboarding and KYC processes
Credit analysis and financial reporting
Client service escalation resolution
Coordination with internal banking partners
Knowledge of AML and regulatory compliance
Strong organizational and communication skills
Proficiency in Microsoft Office and banking software
Nice-to-have
Ability to promote bank products and services
Adaptability to fast-paced environment
Supportive of diversity and inclusion initiatives
Bilingual in French and English
Experience with Canadian Commercial Banking structure
Stakeholder engagement and collaboration
Key Requirements
University/College degree or equivalent experience
Knowledge of Finance, Accounting or Business specialty
Bilingual in French and English
Experience in client service and credit support
Commitment to participate in bank training programs