Client Services Associate

3 weeks ago

Toronto, 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.

  • Complaints & Client Services Associate

    2 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position:          Associate, Complaints and Client Services Location:         Toronto, ON Status:             Full-time, Permanent Salary:             Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing auth

  • Ia Centralized Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **IA Centralized Client Service Associate - Cantonese/Mandarin**: - 430929BR **Job Category - Primary** - Wealth Management **Work Location** - TD Centre - South - 79 Wellington Street West **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Investor Services Associate

    4 weeks ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Company Description** Be part of a team managing Pinnacle’s clients and will have the opportunity to contribute to Pinnacle’s growth significantly. We seek strong team players and outgoing individuals who possess a strong work ethic and can take the initiative in a growing entrepreneurial company. This role is for you if you have an Investor...

  • Associate Director, Client Services

    3 weeks ago

    Toronto, ON, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...

  • Associate Director, Client Services

    7 days ago

    Old Toronto, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of...

  • Associate Director, Client Services

    7 days ago

    Old Toronto, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of...

  • Associate Director, Client Services

    7 days ago

    Old Toronto, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of...

  • Associate Director, Client Services

    3 weeks ago

    Old Toronto, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...

  • Associate Director, Client Services

    3 weeks ago

    Old Toronto, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...

  • Associate Director, Client Services

    3 weeks ago

    Old Toronto, Canada Dentsu International Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation.Job DescriptionThe purpose of this role is to own and...

  • Complaints & Client Services Associate

    4 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position: Associate, Complaints and Client ServicesLocation: Toronto, ON Status: Full-time, Permanent Salary: Base salary around $65,000 - commensurate with level of experienceThe Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780 retirement...

  • Complaints & Client Services Associate

    4 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position: Associate, Complaints and Client Services Location: Toronto, ON Status: Full-time, Permanent Salary: Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780...

  • Complaints & Client Services Associate

    3 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position: Associate, Complaints and Client Services Location: Toronto, ON Status: Full-time, Permanent Salary: Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780...

  • Associate Director, Client Services

    6 days ago

    Toronto, ON, Canada Cardinal Path Full time

    Company Description Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients' teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description ...

  • Complaints & Client Services Associate

    1 day ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position:Associate, Complaints and Client Services Location:Toronto, ON Status:Full-time, Permanent Salary:Base salary around $65,000 - commensurate with level of experienceThe Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of government, with the mandate to license and inspect Ontario’s more than 780 retirement...

  • Client Relations Associate

    5 hours ago

    Toronto, Canada The Murray Wealth Group Full time

    Client Relations Associate - Financial Services The Murray Wealth Group is a dynamic and growing wealth management company committed to offering clients exceptional investment management solutions. Founded in 2014 by Bruce Murray, our firm is committed to serving the investment needs of high-net-worth families, entrepreneurs professionals, and...

  • Investor Services Associate

    4 weeks ago

    Toronto, Canada Pinnacle Fund Services Full time

    **Company Description** Be part of a team managing Pinnacle’s clients and will have the opportunity to contribute to Pinnacle’s growth significantly. We seek strong team players and outgoing individuals who possess a strong work ethic and can take the initiative in a growing entrepreneurial company. This role is for you if you have an Investor...

  • Ia Centralized Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    430929BR Wealth Management Toronto, ON January 23, 2024 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Wealth Private Investment Advice (PIA) is a premier full-service brokerage and investment management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory business in Canada,...

  • Associate, Client Operations, Fund Administration

    7 days ago

    Toronto, Canada MUFG Investor Services Full time

    Company Description **About MUFG Investor Services**: MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading solutions from fund...

  • Complaints & Client Services Associate

    2 days ago

    Toronto, Canada Retirement Homes Regulatory Authority Full time

    Position:          Associate, Complaints and Client Services Location:         Toronto, ONStatus:             Full-time, Permanent Salary:             Base salary around $65,000 - commensurate with level of experience The Retirement Homes Regulatory Authority (RHRA) is a self-financing authority independent of...