Experienced Client Service Assistant

Are you an experienced, organized professional with a passion for delivering exceptional client experiences? Join our team as a Client Service Assistant, where you’ll play a key role in ensuring the smooth day-to-day operation of our office, providing top-notch administrative support, and fostering strong client relationships.

Key Responsibilities

Client Relationship & Reception

- Greet clients in person and by phone with a warm, professional demeanor
- Maintain a positive rapport that reinforces our firm’s commitment to excellence
- Respond promptly to client inquiries and resolve concerns with empathy and efficiency

Client Service & Follow-Up

- Process client requests accurately and swiftly
- Follow up on outstanding items and prospective client inquiries
- Ensure seamless communication between clients, advisors, and Head Office

Administration & Compliance

- Review applications for completeness; obtain missing information as needed
- Set up investment accounts; process deposits and trades
- Handle policy changes and ensure all documentation meets compliance standards
- Maintain an up-to-date understanding of regulatory requirements
- Manage mail, client correspondence, and database records with precision
- Oversee office supplies, records management, and general day-to-day operations
- Manage day to day office operations as required

Business Development & Marketing Support

- Prepare client reviews, reports, and presentations in a timely manner




- Contribute to marketing campaigns, events, and business development initiatives

Professional Growth

- Participate in ongoing training and sponsored education to expand your knowledge and skills

Qualifications & Experience Required

- Minimum 3-5 years of experience in an administrative, client service, or operations role within the financial services industry
- Proven experience supporting advisors and servicing client accounts
- Strong working knowledge of investment and/or insurance administration processes
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong problem-solving skills and a proactive approach to client service
- Advanced proficiency with Microsoft Office applications

Preferred
- Experience using the Unifide operating system
- Experience with investment account administration and trade processing
- Knowledge of compliance and regulatory requirements within the financial services industry
- Completion of a university degree, college diploma, or industry-related designation

What We Offer

- Market-competitive salary based on experience
- Paid time off over the Christmas break
- A supportive, collaborative workplace and opportunities for professional development

Join us and help create memorable client experiences every day!

Job Type: Full-time

Pay: $42,000.00-$55,000.00 per year

Work Location: In person

📌 Executive Administrative Assistant (Halifax Regional Municipality)
🏢 Socket.dev
📍 Halifax Regional Municipality