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. #J-18808-Ljbffr

📌 Client Service Associate at MD Financial (Winnipeg)
🏢 Scotiabank
📍 Winnipeg