Client Services Associate

2 weeks ago

Toronto ON, Canada Hunter Mercantile Full time

Client Services Associate – Wealth Management

The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support capacity.

Here is what the Client Service Associate opportunity offers you:

A place to work where you are not a “number” but an integral part of a great investment team and where your ideas count.

The opportunity to grow with the organization and to work in an environment that provides an excellent career path and supports your career through continual training, mentorship and is committed to the broadening of your understanding of financial planning and wealth management.

High personal satisfaction in knowing that you are part of a wealth management team which offers an investment service that is beneficial for the financial wellness of Canadians.

As the Client Service Associate, you will be responsible for:

• Liaise with high-net-worth clientele and ensure and excellent client experience

• Address client inquiries and provide both written and verbal communication

• Follow up on any outstanding client requirements or issues

• Attend client functions

• Organize files for client meetings and consolidate client holdings

• Open client accounts

• Handle investment applications and paperwork

• Set appointments and manage calendars

• Prepare templates and completing forms on DocuSign

• Draft sales proposals

• Ensure trades are executed in a timely manner

• Prepare client files for review and create client reports

• Monitor and calculate account fees and send client invoices via Square payment application

• Document all investment purchases and track the movement of funds across client accounts

• Prepopulating financial plans

As the ideal candidate you possess:

• A minimum of 3 years advisors support experience in an either an IIROC or MFDA dealer or financial planning firm

• A fundamental understanding of mutual fund and investment products

• Familiarity with the following systems is a definite asset: NaviPlan, DocuSign

• Ability to follow instructions and adhere to established processes and compliance guidelines

• High efficiency in MS Suite: Excel, Word, Office 365

• Outstanding organizational skills with a strong affinity for detail

• Excellent verbal and written communication skills

• A comfort in working in a remote capacity

• Preference given to candidates who possess a CSC, IFIC, LLQP

The Remuneration:

Commensurate with experience and education our client is offering a competitive compensation plan which includes a strong base salary, bonus, benefits, continuous training, mentoring, and growth.

Interested and qualified parties are invited to contact: 

David C. Corsini - Principal

Hunter Mercantile

Hunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.

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