Client Service Associate - London, Canada - Assante Wealth Management

Assante Wealth Management

Verified Company

London, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position:
Client Service Associate

Company:
Assante Wealth Management

Location:
London, Ontario

Do you want to make a difference in the lives of others? We are looking for a
Client Service Associate who is dynamic, collaborative and passionate about client service, team operations and growing the business together.

Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Client Service Associate is a key member of the team who will provide outstanding support to clients. They will also oversee administrative support while ensuring the office runs smoothly. This role has the ability to grow into an operational management role with additional responsibilities.

This is a fantastic long-term opportunity to learn the financial planning business, grow your skills, and join an evolving business.

If you are looking for a long-term career in financial services with the opportunity to grow, this position is for you.

Mission:

To provide excellent client service by being the first point of contact for many client interactions as well as manage the client service priorities of the firm to ensure our commitment to clients is being met. Also, to support the advisors on the team by processing various documents and performing trades.

Our Ask:

23 years of experience in a similar office role
2 years of experience in the financial services or related industry
Completed courses in the financial industry are considered an asset.

We are looking for a Client Relations Manager who:

Is seeking a career that supports personal and professional development and rewards reliability and commitment
Will build long term client relationships based on trust and transparency
Will value accountability and seek growth in the role commensurate with experience and development
Will work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
Will foster a positive atmosphere and build team culture with enthusiasm and passion for the role
Has proven written and verbal communication skills
Values attention to detail and time management
Has persistence and tenacity to see tasks and projects through to the end
Is proactive in their approach to client service and brings new ideas to the team
Is competent with technology
Postsecondary education and experience are an asset

Responsibilities:

Manage advisors' calendars and schedule all client meetings in a timely manner
Communicate meeting details to those involved
Prepare paperwork and processing of account opening, executing trades, transfers, and follow up on execution
Collaborate with the advisory team to maintain dynamic, relevant processes
Monitor the compliance process while ensuring all standards are met
Answering phones and providing outstanding customer service
Client Service Calls follow up with clients to stay abreast of any changes personally and financially in their lives
Greet clients for meetings and ensure they are comfortable
Communicate with clients & other professionals
Perform other duties as needed
Maintain accuracy, confidentiality, privacy, and integrity at all times

Why Us?

Engaging & supportive team dynamic
Training & development opportunities with reimbursement offered for approved courses
Opportunity to grow
Flexibility and Autonomy
Competitive compensation of $55, 000 $65, 000 (depending on experience)
Health & dental benefits
RRSP Matching Program after 1 year

- $500 annual personal benefit

Free parking downtown London

Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.

Salary:
$55,000.00-$65,000.00 per year

Benefits: