Client Services Specialist - Investments

People Corporation•Regina, SK

5d•CA$50,000 - CA$60,000•Onsite

About The Position

We are hiring a Client Services Specialist - Investments to join our Beyond Wealth Management team in Regina, SK. This role involves providing client service for existing accounts, including processing contributions, redemptions, and changes to account information. It also includes preparing tax documents, communicating with fund company back offices, and managing files. Additionally, the specialist will support advisors in new sales by assisting with setting up new investment accounts, tracking asset transfers, and managing prospect documents. The position requires strong proficiency in Microsoft Office, attention to detail, organizational skills, and the ability to work independently and as part of a team.

Requirements

Strong proficiency in Microsoft Office (Excel, Outlook, Word)
High attention to detail and accuracy
Strong organizational and time management skills
The ability to manage multiple tasks and deadlines
Professional communication and client service skills
The ability to work both independently and within a team environment
To be proactive and reliable
Strong problem-solving abilities
Positive, client-focused mindset
Willingness to learn and grow within the financial services industry

Nice To Haves

Post-secondary education considered an asset
Previous office administration experience considered an asset

Responsibilities

Process contributions and redemptions into existing client accounts
Process changes to recurring contributions and redemptions (PAC/AWD changes)
Process changes to beneficiary information
Process changes to Know Your Client updates
Provide statements and support to clients for basic requests
Work with associate to prepare tax documents for non-reg, corporate and Income accounts (t-slips, capital gain/loss reports, etc.)
Communicate with Quadrus and other fund company back offices to understand and complete processes
File management to ensure all documents properly sorted in file system
Back up support for Associates to set up new investment accounts and prep/track assets transfers into new and existing investments accounts
Reach out to prospects to gather information required for new opportunities
File management to ensure all prospect documents properly stored in file system