Client Service Associate

4 days ago

Brantford, Canada Cowan Insurance Group Full time

You’re **knowledgeable **in the **Investment industry**

You’re a
**communicator **- strong communication skills both verbally and written

You’re
**self-motivated** - ability to work independently and as a team.

If you’re nodding, this **Client Service Associate **role in the **Wealth Division** at Cowan Benefits Ltd.

**What’s the ask?**

Reporting to the Operations Manager, Wealth Management, your primary purpose is to work closely with advisors in the development and management of the advisor’s book of business.

**Key Responsibilities**:
You will play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in investment management.
- Client meeting preparation: preparing applicable statements/paperwork/onboarding documents, customer reminders (including materials to bring to meeting), follow
- up meeting duties
- Complete account openings and transactions as directed by the advisors
- Carry out instructions such as deposits, withdrawals, transfers for all investment accounts and ensure thorough follow-up
- Participant in activities to support the Investment advisors in their business development
- Generate portfolio management reports - ie householding

**What does it take?**
- Minimum of 3-5 years’ experience in the financial industry, preferably with wealth experience, including a through understanding of financial products and services;
- You have comprehensive knowledge of Investment industry policies, products and procedures;
- Mutual Funds License would be an asset or ability to obtain;
- Investment related courses and accreditations:

- Understanding of industry and firm compliance regulations;
- Client confidentiality is of the upmost importance.
- You have strong prioritization skills and flexibility to work in a fast-paced environment;
- You have solid problem-solving skills;
- Strong written and verbal communication skills;
- You are self motivated and have the ability to take initiative and work independently and as a team
- Ability to meet deadlines;
- You have strong working knowledge of Microsoft Office Suite of products;
- You pride yourself in your strong attention to detail and a high degree of accuracy;

**Who we are**
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees operating out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**What sets us apart?**

**Be in good company**
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

**Challenge your thinking**
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

**Grow together**
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

**Benefits and perks**
- Competitive salary
- Participate in our comprehensive benefits plan on day one — no waiting period
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Community involvement
- Hybrid work environment

**Are you interested?**

Please apply

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

LI-Hybrid

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