Client Service Associate

Client Service Associate

Mississauga, ON

AC-18447

Our client, a Senior Financial Advisor with one of the largest wealth management firms in Canada, is looking for an Administrator/Client Service Associate to join their practice in Mississauga. The successful candidate will provide exceptional service to clients in all interactions and to deliver effective, accurate and timely administrative support to the Financial Advisor and Practice.

Responsibilities:

• Processing all account documentation, including investment and insurance transactions.
• Managing a diligent follow up system for all processing.
• Organize and maintain meticulous client files, databases and inputting.
• Prepare documentation, research and reports for client meetings.
• Schedule and confirm all appointments for the advisor.
• Providing sales support such as preparing expense reports, arranging webinars and client events.
• Ensuring all Company compliance standards are upheld and met.
• Process meeting notes and required post meeting action items.
• Format and assemble all client deliverables, ensuring a high level of attention to detail.
• Accurately execute client transactions as directed.
• Overseeing all incoming communications and internal correspondence.
• Maintain up to date electronic and hardcopy files.
• Act as a representative and liaison for the Financial Advisor.
• Responsible for Customer and Account Servicing, and building strong client relationships.
• Client Service
  • Exceptional professional and positive communication interactions with clients.
  • Attention to detail ensuring accurate preparation and follow through of client documents.
  • Maintain client confidentiality.
  • Research and resolve client and account issues as they arise.
  • Promptly follow up on all customer service activity.
• Teamwork
  • Provide and receive feedback professionally.
  • Selflessly share information with team members.
  • Provide back up and support during peak times, absences and when required.
  • Demonstrate initiative to improve processes and work and office efficiencies.

Qualifications:

• University or College degree.
• Minimum 5 years of prior experience in a similar role at a financial services firm.
• Exceptional time management skills and detailed oriented.
• Comfortable with change, able to adapt.
• Positive team member and contributor.
• Professional in deportment, communication and execution of all duties and tasks.
• Proficient technological abilities including Microsoft office suite.
• Must have strong mathematical aptitude.
• Professional, well presented with a strong customer service focus.
• Excellent verbal and interpersonal skills, and mature attitude.
• Excellent written and verbal communications skills.
• Preference given to those having the IFIC funds course and the Canadian Securities Course.

Employment Equity Statement

Our client is an equal-opportunity employer and is committed to equity, diversity, inclusion, and accessibility.

To express interest in this opportunity, please click on the "Apply Now" button below.

For more information, please contact Devyn Kelly, Consultant at dkelly@kbrs.ca or 647 480 1719. If you require accommodation to participate in the recruitment process, please let Devyn know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are.

We appreciate your interest in this opportunity.

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