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.

📌 Client Service Associate At Md Financial London
🏢 Scotiabank
📍 London