Client Services Associate

2 weeks ago

Toronto ON MP N, City of Toronto, Canada The Vantage Talent Group Full time

Client Engagement

  • Support core case requests by completing cases for core clients.
  • Ensures clients are taken care of promptly and professionally.
  • Prepare and pre-fill new account applications and maintenance paperwork.
  • Build, update, and retain Client Relationship Management (CRM) systems.
  • Ensure smooth onboarding and funds transfer process.
  • Name documents according to each client's preferences and assist in adhering to compliance rules by saving paperwork to the appropriate client file, while maintaining segregation between multiple client entities
  • Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules about electronic signatures.
  • Send outbound paperwork to clients using courier, dependent upon request.
  • Quality Check and submit & track signed paperwork to the custodian for processing.
  • Ensuring client meetings and events are positive, personal, memorable, and referrable. Investment Management Support
  • Review and update the fee audit process by ensuring the performance on the security, portfolio, and household level is calculated correctly and timely. • Provides trading and ensures trades are placed within the model and according to advisor/client intentions. • Assist and oversee margin accounts, cash flow and fees and provide advisor, management and client updates as needed. • Setting up money movement systems for contributions and withdrawals.

Team Support Optimization
• Overview support of the general inbox • Ensure the team is ready and prepped for upcoming client meetings. • Other responsibilities as dictated by the needs of the business in areas of sales, client service, and administration. • Provide support to Service Team, and Advisory Team as required.
Advisory
• Engage and prepare client onboarding requirements. • Update CRM with client tasks and work through the client process. • Support client initiatives, statements, and portfolios for various types of investment accounts (i.e. Registered, and Non-Registered Accounts, Corporate, and Trust Entities)
Compliance
• Follow compliance standards and protocols.

Experience and Education: • Excellent Microsoft Office and Adobe skills (excel/word/pdf/PowerPoint) • Completion of CSC (preferred) • Ideally 2-3 years of experience in a financial services firm • Strong leadership experience demonstrated. • Experience with Securities, Financial Planning, Investments, and Insurance a plus. • Experience working within various Custodian Platforms (Sunlife, NBIN, Fidelity, Schwab, TD, etc.)

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