Client Service Associate - Toronto, Canada - Cumberland Private Wealth Management Inc.

Description

We are:

Cumberland Private Wealth is a wealth management firm. Our clients rely on us to work with them on their wealth planning goals and manage their assets. Our office is located in Yorkville.


The job:

• Respond promptly and effectively to requests from our clients, advisors and Client Portfolio Managers (CPMs)
• Oversee and complete the opening of accounts and ensure annual maintenance of existing accounts are current, accurate and in compliance with our policies
• Assist the CPMs in the completion of all tasks related to client relationship management activities, including preparing and organizing material, scheduling meetings, meeting setup to our service standard, in person or online
• Ensure that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced within the required timelines
• Collaborate with other team members in joint projects (business development, special events, process improvement, etc.)
• Provide Reception coverage and group backup as required

You are:

An energetic, detail-oriented person, looking to learn and seeking a challenging full-time position in a dynamic team environment.

• Excellent interpersonal and client service skills
• Ability to focus on detail and accuracy of client documents and communication
• Previous experience in onboarding of investment clients and ongoing client service support is an asset
• General knowledge of the investment industry and financial markets
• Exemplary service orientation and interpersonal skills with attention to detail
• Resultsoriented; ability to work under pressure, manage priorities and take direction
• Ability to work independently, but essential to be a team player
• Advanced knowledge of Microsoft Word, Excel, PowerPoint and Outlook
• Record and update client contact and other related information in the appropriate system
• Complete the account opening process for clients
• Facilitate modification in investment policies for each account (update appropriate systems, advise and follow up with the Compliance department)
• Coordinate various administrative tasks and ensure appropriate follow up

Salary:
$60,000.00 per year


Benefits:

• Dental care
• Extended health care

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location:
One location