Client Services Officer, Roynat Capital - Montreal, Qc

Roynat Capital

Montreal, Quebec, Canada
On-site
Client relationship management
Financial statement spreading
Due diligence research
The Analyst is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment

Job Summary

  • The Analyst is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment.
  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Contributes to the Operational Excellence by supporting day-to-day office operations to ensure compliance and operational efficiencies.

Matching Summary

The Analyst is responsible for providing efficient and high-quality support to a team in a District Office/Regional Office environment.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial statement spreading
  • Due diligence research
  • Operational efficiency support
  • Bilingual communication (French/English)

Nice-to-have

  • Customer focused culture champion
  • Team collaboration
  • Adaptability to change
  • Canadian Commercial Banking knowledge

Key Requirements

  • Post-secondary education in commerce, economics, finance, or accounting
  • 1-2 years of financial accounting or loan processing experience
  • Strong communication skills (French and English)
  • Basic knowledge of Canadian Commercial Banking

Work Rights

Not specified

Tailored Resume

Cover Letter