Service You Can Trust®

CWB Trust Services offers a wide variety of trustee and custodial solutions for individuals, businesses and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proud reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with:

Client-Centric service. Providing proactive day-to-day operational support & expertise means our clients can focus solely on their business.

Notable value. Offering competitive pricing ensures our clients receive notable value for the services we offer.

Tailored solutions. Understanding that each of our clients has needs unique to their company, we proudly offer customizable products and services to fulfill specific requirements.

The opportunity

This role is key for CWB Trust Services & our clients. Working in our Vancouver office, the Client Services Officer will work in our call centre environment promoting CWB Trust Services products and services, supporting clients with questions and identifying needs. All while providing the stellar service we are known for.

Day-to-day activities

  • Handle customer calls, e-mails and faxes in an efficient and timely manner
  • Promote CWT products and services by identifying customer needs
  • Support the call centers vision, mission and objectives
  • Achieve both team and individual performance goals
  • Focus on first call resolution by carefully analyzing member information, providing solutions and exceptional service to clients in an effort to assist in their needs
  • Ensure internal and external client satisfaction by handling their concerns or objections by resolving and properly raising issues if required
  • Establish strong customer relations with both internal and external customers
  • Work on special callout projects as assigned

Tools in your toolbox

One or more year(s) experience working in a bank, trust or call center

Excellent customer service and problem solving skills

Strong follow-up skills complemented by a solid dedication to customer happiness

Flexibility and ability to multi-task and thrive in a fast-paced environment

Excellent interpersonal skills both verbal and written

Sound knowledge and practice of Microsoft office programs

Why work with us?

 Winners of Canada’s Most Admired Corporate Culture 2020

Your voice matters. Help us shape our voice around important social & cultural matters.

The opportunity to make a difference. Build a team. Make an impact. Put your mark on the CWB landscape.

Flexible work arrangements. Make work make sense for you. Remote work. Relocation. Compressed work weeks & more!

Physical health and mental fitness are priorities. Generous time away to practice self-care and family-care with 100% company paid benefit & support programs.

Community giving. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support.

Bring your whole self to work. Inclusion is a journey requiring practice & experience that results in a powerful outcome.

Innovation. Learn. Grow. Enhance. At CWB we play to win. When we fail, we fail forward.

Connection. Join, participate, lead an employee regulated group (ERG). Find a community within the CWB family.

Organization wide coaching services. Strategic career design is something we work hard to deliver for all employees.

Recognition. Peer to peer recognition program. Both “in the moment” and monumental!

Financial rewards. Yup! We pay you too. Base plus performance incentives. 

Retirement investment strategy. You can’t work forever, so we have a RRSP contribution & matching program with financial advisors at the ready to help you make the most of your wealth.

Company ownership. The knowledge and opportunity to impact the bottom line and be rewarded for it – every day, with our employee share purchase plan.

Great Places To Work. CWB recognized as one of 50 Best Workplaces in Canada

Ignite your career. Go further with CWB. Apply today.