Client Service Advisor

3 days ago


Hamilton, Canada Cowan Insurance Group Full time

p>The Client Service Associate will report directly to the Operations Manager. Your primary purpose is to work closely with Investment Advisors in the development and management of their client relationships, both existing and prospective clients. You will play a hands-on role supporting Advisors by performing all of the administrative and operational tasks involved in the management of clients’ investment portfolios.Support account opening and transactions as directed by the advisors.Carry out instructions such as deposits, withdrawals, transfers for all investment accounts and ensure thorough follow-up.Support Investment Advisors in providing superior customer service and be available to answer client questions in person, on the phone, or by email.Support the scheduling of client meetings, both responsive and proactive.Support Investment Advisors in their Sales & Marketing Plans and Business Development efforts.Minimum of 3-5 years’ experience in the financial services industry, preferably with wealth experience, including a thorough understanding of financial products and services.Mutual Funds License would be an asset or ability to obtain.You have solid problem-solving skills.Strong working knowledge of Microsoft Office platforms.Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.



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