Client Service Specialist - Toronto - beBeeServiceoriented

    beBeeServiceoriented
    beBeeServiceoriented Toronto

    1 month ago

    Full time $55,000 - $95,000 (CAD) per year *

    Job title: Wealth Associate

    Description

    Role Summary


    Job Description:


    We are seeking a highly motivated and organized Wealth Associate to join our team. As a key member of the organization, you will provide exceptional customer service, work collaboratively with colleagues, and ensure seamless operations related to financial transactions.



    Key Responsibilities:



    • Support investment advisors in delivering superior client experiences through proactive communication and issue resolution.

    • Carry out routine operations including purchases and sales of securities, transaction adjustments, deposits, withdrawals, transfers, currency conversions for all investment accounts.

    • Ensure diligent follow-up on client requests while adhering to compliance rules.

    • Analyze open update client files ensuring accurate record-keeping.

    • Produce portfolio management reports enhancing transparency with clients. Provide administrative support by scheduling appointments managing agendas preparing meetings as required.​​


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    * This salary range is an estimation made by beBee
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