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 London (Canada)
🏢 Scotiabank
📍 Canada