Client Service Associate

As a Client Service Associate, you will be responsible for providing exceptional service to our Advisory Team and our high-net-worth clients. The role requires exceptional communication and problem-solving skills to provide a high level of administrative service to our clients, utilizing in-depth knowledge of registered plan products.

Requirements

• 3 to 5 years of experience in financial services, including experience in operations or client services
• In-depth knowledge of Registered Plan products, rules and regulations
• Good understanding of Canadian Investment Securities and industry processing standards, Compliance requirements and CRA guidelines
• Proficiency with MS Outlook, Excel, and Word and experience with Salesforce
• Superior client service and relationship management skills
• Exceptional attention to detail and accuracy
• Excellent communication skills in English (both written and verbal)
• Team Player
• A self-starter with the ability to take initiative and think critically to seek out information and solutions independently

Benefits

• Competitive base salary hiring range of $55,000 - $65,000
• Profit sharing and benefit programs
• Share ownership program
• Total rewards package