Client Service Associate
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.
Requirements
- 3 to 5 years of experience in financial services, including experience in operations or client services
- In-depth knowledge of Registered Plan products, rules and regulations, and application of that knowledge with experience in processing Registered Plans transactions and troubleshooting Registered Plans queries.
- Good understanding of Canadian Investment Securities and an understanding of industry processing standards, Compliance requirements and CRA guidelines.
- Proficiency with MS Outlook, Excel, and Word and experience with Salesforce
- Superior client service and relationship management skills.
- Exceptional attention to detail and accuracy.
- Excellent communication skills in English (both written and verbal).
- Team Player.
- A self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
Nice To Haves
- An undergraduate degree in business or finance an asset.
- Related financial services certification (CSC, CIM) 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.
- 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
- share ownership program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
