The Client Service Associate supports clients throughout their relationship with the company, helping ensure their needs are understood and addressed promptly. This role coordinates service requests, maintains accurate account information, and works across internal teams to deliver a consistent client experience. The ideal candidate brings strong customer service and communication skills, along with an interest in financial services.
Key Responsibilities
- Key Responsibilities
- Administrative Support: Schedule client meetings, manage calendars and client communications and maintain accurate client records.
- Client Service: Answer phone calls, greet visitors, respond to routine inquiries, onboard new clients, and assist with ongoing account servicing.
- Report Preparation: Meeting prep (compile portfolio data, draft investment proposals, and prepare documents for reviews).
- Compliance & Operations: Process transactions and ensure adherence to regulatory standards.
Ideal Qualifications
- Experience: 3 to 4 years in a regulated financial, administrative, or banking environment, knowledge of investments and insurance.
- Skills: Strong organizational skills, proficiency in CRM software and Microsoft Office, high attention to detail and exceptional verbal and written communication.
- Bilingualism: Bilingual (French and English) both verbal and written.
Work Environment
- Small office so must be easy going and versatile and willing to get involved in various responsibilities
- Group Insurance benefits available
- Pleasant and dynamic work environment with bonus opportunity
- In-office position
Full-time, Monday to Friday 8:30 to 17:00.
Pay: $50,000.00-$60,000.00 per year
Benefits:
- Dental care
- In office parking
Work Location: In person
📌 Client Service Associate (Pointe-Claire)
🏢 Red Door Financial Services
📍 Pointe-Claire
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