Deliver high-level client service in the Pointe-Claire office through relationship management, account inquiries, and accurate follow-up for Investment Advisors.
As an Assistant, you will foster client relationships while supporting Investment Advisors and the team’s administrative functions. The work includes answering requests, resolving account inquiries, gathering account-opening documents, and following trades through settlement and delivery. English and French proficiency is required for regular interactions beyond Quebec.
Key Responsibilities:
Foster and support client relationships
Respond to client requests for information
Investigate and resolve account-related inquiries
Collect documentation for account opening and file updates
Follow up on client trades through settlement and delivery
Requirements:
Superior client relationship management skills
Skilled and friendly manner
Excellent verbal and written English communication
Robust organization, multitasking, and follow-up abilities
Experience with CRM systems such as Maximizer
Use relationship management, account-service, and follow-up skills to strengthen client support for Investment Advisors in Pointe-Claire.