12 Oct
|
Maplesoft Group, an SEB
|
Mississauga
12 Oct
Maplesoft Group, an SEB
Mississauga
Client Support / Business Administration Associate (Contract)
Duration: 6-Month Contract
Start Date: Immediate
Location: Mississauga, ON (Hybrid, 2 days onsite per week). Remote consideration may be available for exceptional candidates.
Openings: On-going
Overview We are seeking several detail-oriented and customer-focused professionals to support the rollout of a new platform within our mutual fund dealer business. This is an excellent opportunity for individuals with strong administrative, client service, and business support experience who thrive in a fast-paced environment and enjoy helping stakeholders navigate change.
Key Responsibilities
- Provide exceptional client service by responding to inquiries professionally, empathetically, and efficiently.
- Support advisors and internal stakeholders during the transition to a new platform.
- Process requests accurately while maintaining detailed documentation and case notes.
- Manage high volumes of phone calls and email communications.
- Navigate multiple systems, applications, and knowledge bases to research and resolve inquiries.
- Communicate effectively with advisors, business partners, and senior leadership.
- Troubleshoot issues and utilize available tools, resources, and procedures to provide timely resolutions.
- Perform administrative and operational support activities as required.
Required Qualifications
- Strong client service orientation with a professional and responsive approach.
- Excellent verbal and written communication skills.
- Strong attention to detail and commitment to accuracy.
- Demonstrated problem-solving skills and resourcefulness.
- Ability to quickly learn and navigate multiple systems and applications.
- Proficiency with Microsoft Office Suite, including Outlook, Excel, and Word.
- Comfortable interacting with advisors, stakeholders, and senior leadership.
- Ability to effectively manage high call volumes and email correspondence.
- Robust organizational and time-management skills.
Nice-to-Have Qualifications
- Previous experience in wealth management, mutual fund dealer operations, banking, customer service, dealer support, or call centre environments.
- Understanding of basic investment products and trading concepts.
- Familiarity with registered and non-registered investment account types, including:
- RRSP (Registered Retirement Savings Plan)
- TFSA (Tax-Free Savings Account)
- RESP (Registered Education Savings Plan)
- FHSA (First Home Savings Account)
- Non-Registered Investment Accounts
- Experience working in high-volume service environments with performance metrics and service level expectations.
Ideal Candidate The successful candidate will be a highly organized and adaptable professional who enjoys helping clients, learning new systems, and supporting business operations during periods of transformation. They will possess strong communication skills, a customer-first mindset, and the ability to work effectively in a dynamic, fast-paced environment.
📌 Business/Admin Temp. (Mississauga)
🏢 Maplesoft Group, an SEB
📍 Mississauga