Client Service Coordinator - Ottawa, Canada - Staffix Professional Staffing
Description
Our client, in the Financial Services industry, is looking for a Client Service Coordinator to join their team in Ottawa. Your role as a Client Service Coordinator is to work alongside a Senior Advisor to deliver high value service to their clients.
Responsibilities:
- Daytoday client administration pertaining to client's investment accounts
- Provide support to Portfolio Managers in preparing for client meetings
- Acting as the Client Ambassador maintaining strong relationships with clients
- Administrative duties (including, but not limited to: account maintenance, documentation, appointments / followups, filing, calendar maintenance / scheduling, EFT / cheque requests)
- Some reception duties, as backup (including, but not limited to: calls, messages, mail, greeting clients in office, supply management, event preparation / management)
Qualifications:
- Minimum 5 years experience in the investment industry (preferred)
- Licensed Assistant registration with IIROC
- Ability to build rapport with clients
- Excellent written and verbal communication skills
The Offer:
- $60-80K
- Full Benefits
- Vacation
Job Types:
Full-time, Permanent
Salary:
$60,000.00-$80,000.00 per year
Benefits:
- Dental care
- Extended health care
- Paid time off
- Tuition reimbursement
- Vision care
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location:
One location
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