Support MD Financial Management as a Client Service Associate in London, ON. Enhance client relationships while providing vital support to Financial Consultants and Portfolio Managers in this agile role.

In this position, you will report to the Manager, Regional Administration, and play a key role in administrative and operational support, both in-office and virtually. Your responsibilities include preparing documentation, facilitating client interactions, and efficiently managing inquiries. This role demands a commitment to high standards of service and an understanding of various financial products.

Key Responsibilities:



• Provide service support to Financial Consultants and Portfolio Managers • Maintain follow-up systems for client inquiries and issues • Assist with meeting bookings and correspondence preparation • Process documentation for accounts and transaction requests • Collaborate to address complex client concerns

Requirements: • College diploma or university degree in business or commerce • Knowledge of financial services regulations and products • CIRO Investment Representative approval required • Proficiency in Microsoft Office Suite • Attention to detail and strong organizational skills

Join MD Financial Management and leverage your expertise in client service and financial products in this impactful role. #J-18808-Ljbffr

📌 Client Service Associate in London (Winnipeg)
🏢 Scotiabank
📍 Winnipeg