Client Service Associate

The Successful Investor
CA - New Brunswick - Fredericton
November 16, 2024

Client Service Associate for Successful Investor Wealth Management Inc.
provides excellent quality service to high-net-worth clients and contributes to the growth of the organization.
The ideal candidate has 3+ years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.

The Client Service Associate is the first point of contact for all incoming client calls and email inquiries, maintaining professionalism in each interaction.
They assist customers with their account needs through daily interaction, building excellent rapport and relationships with them.

Key responsibilities include:

Receiving all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
Managing and prioritizing client inquiries and requests, acknowledging, troubleshooting, and following up as necessary to provide timely and accurate resolution via phone and email.
Liaising with the appropriate team members for assistance and escalating as required to quickly resolve client enquiries where they fall outside first line response.
Engaging with clients in a professional manner while actively listening to their concerns.
Fostering strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture.
Developing expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
Providing first line response to client inquiries and recordkeeping requirements, including new account opening documentation preparation, review, and approval, and coordinating RRSP/RRIF, LIRA/LIF conversion.
Coordinating and leading client tax enquiry resolution, answering general account questions, processing personal information updates/changes, and assisting with on-line web access.
Providing account balances, initiating the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests, and beneficiary changes on registered accounts.
Acting as the back-up Estate Associate, recording/updating customer information within our CRM database, and assisting with client onboarding for new and existing clients.
Providing administrative support to the Wealth Management team members for additional client care, tasks, and special projects as required.
Coordinating client meetings and preparing client portfolio review packages and presentation material, and coordinating and processing various mailouts to clients.

Requirements include:

Bachelor's degree in business or related field.
3+ years customer service experience.
Previous office administration experience.
Previous Wealth Management/Financial Services/Brokerage experience.
Solid knowledge of investment industry and best practices.
Strong command of the English language, both verbal and written.
Proficiency in Microsoft Word & Excel.
Customer focused and service driven.
Pleasant telephone manner with exceptional conversation skills.
Excellent communication skills with the ability to interface and articulate well with all employees and clients in a highly professional, timely, and friendly manner.
Ability to work well with others and take direction as necessary.
Strong attention to detail and accuracy.
Ability to solve, prioritize, and manage multiple client inquiries and department tasks simultaneously.
Punctual and dependable.
High energy, organized, and resourceful.
Ability to self-manage, show initiative, and be proactive.
Strong task ownership and follow through.

Located near Yonge St.
and Sheppard Ave.
in North York, Toronto, Successful Investor Wealth Management Inc.
seeks a dynamic and adaptable team member who can thrive in a hybrid work environment.

Pre-employment work references, credit, and criminal background checks are required.
Successful Investor Wealth Management Inc.
welcomes and encourages applications from people with disabilities.
Accommodations are available on request for candidates taking part in all aspects of the selection process.

Read the full job description and apply online on the recuiter's web-site

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