Client Service Coordinator

6 days ago


Ottawa, Canada Staffix Professional Staffing Full time

**Our client, in the Financial Services industry, is looking for a Client Service Coordinator to join their team in Ottawa. Your role as a Client Service Coordinator is to work alongside a Senior Advisor to deliver high value service to their clients.**

**Responsibilities**:

- Day-to-day client administration pertaining to client's investment accounts
- Provide support to Portfolio Managers in preparing for client meetings
- Acting as the Client Ambassador - maintaining strong relationships with clients
- Administrative duties (including, but not limited to: account maintenance, documentation, appointments / follow-ups, filing, calendar maintenance / scheduling, EFT / cheque requests)
- Some reception duties, as backup (including, but not limited to: calls, messages, mail, greeting clients in office, supply management, event preparation / management)

**Qualifications**:

- Minimum 5 years experience in the investment industry (preferred)
- Licensed Assistant registration with IIROC
- Ability to build rapport with clients
- Excellent written and verbal communication skills

**The Offer**:

- $60-80K
- Full Benefits
- Vacation

**Job Types**: Full-time, Permanent

**Salary**: $60,000.00-$80,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Tuition reimbursement
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location



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