tsinetwork
Client Service Associate
North York, Ontario
Sponsorship not specifiedDetected 20 days ago
CRMSalesCustomer SupportCommunicationAdaptabilityMicrosoft Office
About the role
- CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc.
- Working in concert with the Portfolio Management team the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.
Responsibilities
- Manage and prioritize client inquiries and requests as they come in
- Foster strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture.
- Develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
- Co-ordinate and lead RRSP/RRIF, LIRA/LIF conversion.
- Co-ordinate and lead client tax enquiry resolution.
- Manage and prioritize client inquiries and requests as they come in; Acknowledge, troubleshoot, and follow up as necessary to provide timely and accurate resolution via phone and email.
Requirements
- You work closely with our Wealth Management team to help the department run smoothly and enhance the overall experience for our clients.
- Liaison with the appropriate team members for assistance and escalate as required to quickly resolve client enquiries where they fall outside first line response.
- Assist and provide administrative support to the Wealth Management and Sales team members for additional client care, reporting, marketing efforts and special projects as required.
- Handle all administrative tasks in the wealth management department and other admin work as required.
- Bachelor's degree in business or related field.
Benefits
- After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office.
- Coordinate and process various mailouts to clients including quarterly invoicing, client letters, pooled fund statements & holiday/birthday greeting cards.
Company info
- To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.
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