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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client service processes and standards, with a strong focus on coaching and developing teams to achieve strategic goals. Proficient in stakeholder management and implementing effective client relationship planning tools within the financial services sector.
Highest-signal resume keywords
Client Service CoachingStakeholder ManagementAdvisory Practice SupportService Process ImplementationTeam Performance Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategic Goal DevelopmentService Trend AnalysisPerformance Indicator AnalysisClient Experience ImprovementContact Strategy Guidance
Soft Skills
CoachingRelationship BuildingInspiring Team PerformanceCommunicationCollaboration
Tools & Technologies
Client Relationship Planning Tools
Industry Keywords
Wealth ManagementPrivate BankingFinancial ServicesBusiness DegreeCommerce Degree
About the role
Key responsibilities & impact- Provide expert consultation and coaching to front-line leaders and teams on client service processes, standards, and best practices
- Support implementation and ongoing sustainment of the advisory planning model
- Reinforce expectations, identify gaps, and help teams adopt effective routines and behaviours
- Analyze service trends, team performance indicators, and client experience opportunities
- Recommend improvement actions to senior management
- Deliver guidance, support, and training on contact strategies and client relationship planning tools
- Work with leadership and business partners on departmental planning, process milestones, and service initiatives
- Build relationships across teams and connect people, resources, and networks to drive alignment and remove barriers
- Help embed client-focused standards in everyday practices
Requirements
What you’ll need- Experience developing and implementing strategic team goals
- Experience coaching employees and inspiring successful team performance
- Experience in client service coaching
- Experience in advisory practice support
- Experience in service process implementation
- Experience in stakeholder management
- Degree/diploma in business, finance, commerce, or a related field
- Experience in wealth management, private banking, or a client relationship-focused financial services environment is an asset
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- May need to complete an attribute-based assessment and other skills tests
Benefits
Comp & perks- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Accessible candidate experience and accommodation support
- Technological toolkit and collaborative workspaces