Client Service Associate

This is a fully remote position, open to applicants in Canada.

📋 Description

• Offer specialized administrative assistance to an Investment Advisor or a team of Advisors across various assignments.

• Prepare documentation and keep Investment Advisors updated in advance of client meetings.

• Generate reports for the analysis of client accounts.

• Engage with customers to provide guidance on products and services.

• Accept and create leads while ensuring accurate referral coding administration.

• Submit marketing materials for approval.

• Become familiar with and comply with regulatory requirements.

• Deliver exceptional client service by responding to inquiries promptly.

• Ensure every interaction meets the 'gold standard' of client experience.

• Utilize insights to consistently enhance both individual and team performance for clients.

⛳️ Requirements

• An undergraduate degree or community college diploma is preferred.

• Candidates must obtain licensing as an Investment Representative (IR) through the Canadian Investment Regulatory Organization (CIRO).

• Bilingual skills in French and English are considered an asset.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Savings and retirement programs.

• Paid time off.

• Banking benefits and discounts.

• Opportunities for career development.

• Programs for reward and recognition.