Client Service Associate - North York, Canada - The Successful Investor
Description
Client Service Associate - Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.
KEY RESPONSIBILITIES:
- Liaison with the appropriate team members for assistance and escalate as required to quickly resolve client enquiries where they fall outside first line response.
- Engage with clients in a professional manner while actively listening to their concerns.
- Foster strong longlasting relationships with clients by providing exceptional client support and upholding our customerfirst culture.
- Develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
- Provide first line response to client inquiries and recordkeeping requirements including:
- New account opening documentation preparation, review, and approval before submitting to custodian.
- Coordinate and lead RRSP/RRIF, LIRA/LIF conversion.
- Coordinate and lead client tax enquiry resolution.
- Answer general account questions i.e., about TFSAs, RRSPs, RESPs, beneficiaries, NBIN fees, management fees, deposits, and withdrawals, etc.
- Process personal information updates/changes.
- Assist with online web access password setup and reset, download statements and missing tax slips for clients.
- Provide account balances.
- Initiate the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests and beneficiary changes on registered accounts.
- Act as the backup Estate Associate.
- Record/update customer information within our CRM database.
- Assist with client onboarding for new and existing clients.
- Assist and provide administrative support to the Wealth Management team members for additional client care, tasks and special projects as required.
- Coordinate client meetings and prepare client portfolio review packages and presentation material.
- Coordinate and process various mailouts to clients including quarterly invoicing, client letters, pooled fund statements & holiday/birthday greeting cards.
- Handle all administrative tasks in the wealth management department and other admin work as required.
REQUIREMENTS (Qualifications, Experience & Skills):
- Bachelor's degree in business or related field.
- 3+ years customer service experience.
- Previous office administration experience.
- Previous Wealth Management/Financial Services/Brokerage experience.
- Solid Knowledge of investment industry and best practices.
- Strong command of the English language, both verbal and written
- Proficiency in Microsoft Word & Excel.
- Completion of CSC (Canadian Securities Course) is considered an asset, but not required.
- Customer focused and service driven.
- Pleasant telephone manner with exceptional conversation skills.
- Excellent communication skills with the ability to interface and articulate well with all employees and clients in a highly professional, timely and friendly manner.
- Ability to work well with others and take direction as necessary.
- Strong attention to detail and accuracy.
- Ability to solve, prioritize and manage multiple client inquiries and department tasks simultaneously.
- Punctual and dependable.
- High energy, organized, and resourceful.
- Ability to selfmanage, show initiative and be proactive.
- Strong task ownership and follow through.
We are seeking a dynamic and adaptable team member who can thrive in a hybrid work environment, combining the best of both remote and in-office work to achieve our goals.
Pre-employment work references, credit and criminal background checks are required.More jobs from The Successful Investor
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