Company Overview
We are a leading wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management, managing assets of nearly $1 billion and growing.
Salary
The estimated salary for this role is around $65,000 - $85,000 per year, depending on experience.
As the first point of contact for all incoming client calls and email inquiries, you will maintain the utmost professionalism in each interaction. You will be responsible for assisting clients with their account needs through daily communication while building excellent rapport and relationships with them.
Main Responsibilities
• Receive and respond to all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
• 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.
• Liaise with the appropriate team members for assistance and escalate as required to quickly resolve client enquiries where they fall outside first line response.
• Engage with clients in a professional manner while actively listening to their concerns.
• Foster strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture.
Key Skills and Qualifications
• 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 the investment industry and best practices.
• Strong command of the English language, both verbal and written.
• Proficiency in Microsoft Word & Excel.
• 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.
Location
This role is based near Yonge St. and Sheppard Ave. in North York, Toronto.
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