We are seeking a dedicated and personable Client Service Associate to join our team. This role is vital in building robust relationships with clients, providing exceptional service, and supporting the overall success of our organization. The ideal candidate will possess excellent communication skills, a proactive attitude, and a passion for delivering outstanding customer experiences. This position offers opportunities for professional growth within a dynamic and client-focused environment.
Responsibilities but not limited to
- Receiving client inquiries on behalf of the Advisor and determining appropriate course of action
- Proactively resolving client issues, concerns and requests
- Processing new business including completing and submitting applications
- Assisting in the preparation of a prospect or client file prior to meeting
- Tracking open items and bringing them to completion
- Maintaining updated digital client files & database
- Keep track of client life events and changes
Qualifications:
- Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience MFDA/AMF or RR IIROC license and insurance
- Proficiency in Microsoft Office Suite and familiarity with CRM software is preferred
- Ability to problem-solve and think critically to meet client needs
- Prior experience in customer service or client relations is a plus but not required
- A proactive approach with the ability to work independently and as part of a team This role is ideal for individuals passionate about delivering exceptional client experiences and eager to grow within a supportive organization committed to excellence.
In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he/she has demonstrated each:
- Self-starter who takes initiative and can work independently
- Good listener
- Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
- Enthusiastic
- Flexible and willing to adapt and evolve
Our thought: This role is perfect for someone who has experience in financial services in an administrative or client service capacity and is looking to work in an environment where they can leverage and hone multiple skills. This person will have the potential to grow as a member of the team for many years to come. As the role is mastered, there may be opportunities to take on greater leadership within the team or have greater client interaction.
Please submit your resume & cover letter for why you believe you would be right for this role.