Client Service Associate (9-Month Contract)
About The Position
As a Client Service Associate, you will be responsible for providing exceptional service to our Advisory Team and our high-net-worth clients. In this role, you are a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills in order to provide a high level of administrative service to our clients. Using your in-depth knowledge of registered plan products, you will execute the overall administration of our clients' registered plans. Using your industry knowledge, communication and excellent relationship management skills - you are able to solve problems, collaborate, and deliver exceptional service to our advisors and clients. This is a 9-month contract.
Requirements
- Minimum 3 years of experience in financial services, including experience in operations or client services.
- In-depth knowledge of Registered Plan products, including rules, regulations, and their application.
- Good understanding of Canadian investment securities, industry processing standards, compliance requirements, and CRA guidelines.
- Proficiency with Microsoft Outlook, Excel, and Word, with experience using Salesforce.
- Strong client service and relationship management skills.
- Exceptional attention to detail and accuracy.
- Excellent communication skills in English, both written and verbal.
- Strong team player.
- Self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
Nice To Haves
- Experience working with custodians, particularly in the area of transfers, is an asset.
- Undergraduate degree in business, finance, or a related field is an asset.
- Related financial services certifications (CSC) are considered an asset.
Responsibilities
- Collaborate with the Private Wealth team to deliver an exceptional client experience by ensuring the accurate and timely processing of client requests.
- Troubleshoot complex issues for internal teams and advisors, while proactively identifying process improvements.
- Work closely with Custodians on High Net Worth Transfers.
- Maintain accurate and complete client data in CRM systems (Salesforce), supporting audit checks, reporting, and data integrity controls.
- Identify and implement opportunities to streamline workflows, templates, and operational procedures.
- Actively engage in ongoing learning and development to continuously improve skills and knowledge.
Benefits
- Profit sharing
- Benefit programs on day one
- Opportunity to participate in our share ownership program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
