Join Cidel as a Client Services Associate for an 18-month contract and enhance your skills in client engagement and account management. Excel in managing cash transactions, documentation, and client reporting. As part of Cidel’s Client Services team, you will play an essential role in onboarding new clients and maintaining accurate records.
This contract position requires a detail-oriented approach to effectively manage cash requests and regulatory documentation, ensuring comprehensive client support throughout. Key Responsibilities:
- Address and resolve client requests in a timely manner
- Oversee the onboarding process for recent client accounts
- Maintain accurate and organized client records
- Assist in cash management transactions for clients
- Prepare and distribute various client reports and documents Requirements:
- 1-3 years’ experience in client service or operations within finance
- Experience with regulatory forms and tax reporting preferred
- Strong skills in Microsoft Office Suite applications
- High attention to detail and organizational skills
- Team-oriented approach to delivering client service Engage with high-net-worth clients and contribute to their financial success at Cidel as a valued associate.