Client Services Representative

2 weeks ago

Kitchener, Canada H2R Business Solutions Full time
Salary:



TriCert Investment Counsel is a discretionary Investment Counselling firm located in Waterloo, Ontario. Established in 1999, TriCert currently manages more than $3 billion in private client assets. We provide discretionary investment management and financial planning services for private clients, corporations, estates, foundations, and individual pension plans. TriCert and its affiliated referring CPA firms offer a unique value proposition for the client, carefully integrating investment management with the client's financial plan, accounting and tax work. We invite you to visit our website at tricert.ca for more information.


Duties and Responsibilities


The Client Care & Operations team provides frontline support to our Wealth Management Partners and referring CPA firms. They are responsible for delivering high quality, reliable and consistent support while handling core business processes.

  • Provide a broad range of client service and operational support to our affiliated referring CPA firms such as processing funds withdrawals, TFSA/RSP contributions, asset transfers in/out, operational and transfer inquiries, opening of new accounts, account maintenance activities and tax reporting.
  • Interact with partners by responding to/processing requests, with a high level of quality and detail in an effective and timely manner.
  • Support team manager in prioritizing and managing team workload, demonstrating agility to respond to changes in processes and priorities across internal and external stakeholder groups.
  • Analyze service and productivity to assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist.
  • Responsible for the first point of escalations with our internal partner and affiliated referring CPA firms.
  • Identify opportunities to improve service delivery, both within the Client Care & Operations group as well as across TriCert as a whole
  • Support training for staff and affiliated referring CPA firms including data entry into various online portals, walk-through of processing tasks and operational guidance for new employees.
  • Use effective relationship skills when communicating with partners / colleagues and in dealing with difficult conversations.

Who You Are

  • Strong passion for building client relationships and delivering services to clients.
  • Results-oriented.
  • Ability to process large volumes of data with high attention to detail.
  • Ability to prioritize and optimally manage demanding workloads.
  • Demonstrates excellent communication and interpersonal skills - easily articulating ideas both verbally and in written form, adapting to meet the needs of different stakeholders.
  • Commitment to continuous learning and development in wealth management and industry knowledge.

The Successful Candidate Will Have:

  • A bachelor's degree or diploma in Business Administration, Finance, or relevant area of study
    • Canadian Securities Course is an asset
  • Have broad-based business experience, supporting and collaborating in the wealth space and delivering services to external clients.
  • 2+ years related work experience within Wealth Management operations support.
    • Knowledge of Client Account Opening and Client Account activity
      • Cash & Registered (contributions, de-reg, cash/security in kind)
    • Knowledge of Client Account transfer process (in-kind and or in cash & security positions)
    • Knowledge of Registered Plans (RRSP/RIF's)
    • Knowledge of Year-end tax reporting
  • Excellent time management, problem solving, communication (oral, written and interpersonal) skills;
  • Exceptional attention to detail.
  • Effectively manage the expectations of a diverse and demanding client base.
  • Exhibit outstanding analytical and problem-solving skills.
  • Display a high level of ownership and accountability.
  • Able to work in an evolving environment, adapting to change and comfortable working with ambiguity.
  • Experience working in a team-oriented, collaborative environment.
  • Proven relationship building skills, ability to work with a wide range of stakeholders at all levels
  • Highly self-motivated and directed, able to effectively prioritize and execute tasks while under time constraints.
  • Strong proficiency with Microsoft Excel.

Why Work For Us?

  • Competitive wage
  • Opportunity to grow in the role, with the team and within the organization.
  • Rewarding career with a growing organization
  • Flexible Hybrid work environment – Requirement to work on-site 2 days per week at our Waterloo office
  • Extended health care/Dental care/Vision care
  • Profit sharing

If you are interested in a position with a successful and growing organization, please submit your resume to HR@Tricert.ca

We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We thank all candidates for their interest; however, only those candidates selected for further screening will be contacted.

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