Customer Assurance Advocate

We are seeking a highly driven and detail-oriented professional to join our team, ensuring customers feel confident, supported, and valued when managing feedback. This role safeguards the organization’s reputation by conducting end-to-end investigations and ensuring compliance with the Financial Advisers Act (FAA) and regulatory expectations.

• Investigate and resolve customer complaints related to banking services, credit cards, servicing issues, and Financial Adviser Act compliance. Serve as the primary point of contact for escalated complaints, ensuring timely and effective resolution.
• Engage with customers through phone, face‑to‑face, and email to gather information, understand concerns, and provide solutions. Maintain a professional and empathetic demeanour while handling difficult situations.
• Work closely with internal departments, including compliance, operations, and customer service, to address systemic...