Excel as a Client Service Associate at MD Financial Management in London, ON. Focus on delivering excellent service while supporting Financial Consultants with their clients' needs.

As a Client Service Associate, you will report to the Manager of Regional Administration and ensure smooth operations across administrative tasks both in-office and virtually. You’ll be charged with preparing client documentation, addressing inquiries, and effectively leveraging your knowledge of financial products to foster client trust and satisfaction.

Key Responsibilities:
• Support Financial Consultants by providing timely service
• Book and prepare for client meetings, responding quickly to inquiries
• Manage transaction requests and documentation processing




• Maintain follow-up systems for inquiries and problem resolution
• Advocate for compliance with MD standards and regulations

Requirements:
• Degree or diploma in business, commerce, or equivalent
• Understanding of financial regulations and products required
• CIRO approval as an Investment Representative needed
• Proficient in Microsoft Office Suite
• Detail-oriented and results-driven approach

Bring your skills in client engagement and financial acumen to MD Financial Management and make a difference today.
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📌 Client Service Associate at MD Financial (Ontario)
🏢 Scotiabank
📍 Ontario