Client Service Representative
2 weeks ago
**Client Service Representative**
- 2300418
Peak Horizon Wealth of Raymond James Independent Financial Services is seeking a Client Service Representative to work in our Markham Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Peak Horizon Wealth of Raymond James Ltd. is looking for a detail-oriented individual to join our team as a Client Service Representative. Attention to detail is a must. You are focused on doing the right thing the first time. Accuracy of transactions is critical. We are looking to work with an Client Service Representative who is proactive and takes ownership of their role. You must be reliable and dependable, self-starter working independently as well as collaboratively as a valuable member of our team. Our business is growing rapidly so there will be opportunities for growth over time, should you wish to advance your career.
Key Responsibilities:
- Manage schedules, including coordinating meetings and appointments, and making travel arrangements.
- Coordinate and schedule conference calls and video meetings.
- Handle expenses, including managing expense reports and reconciling company credit card statements.
- Perform other administrative tasks as needed, such as drafting documents and presentations, and conducting research.
- Participate in Business Development activities such as researching potential clients and creating targeted marketing campaigns
- Manage social media accounts, create and schedule posts, monitor engagement, and analytics.
- Create and curate content for the agency’s various social media accounts.
- Be proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position.
- Prepare client portfolio reports and account activities for client meetings.
- Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required.
- Provide support to both the Manager and clients’ day-to-day requests, and other general office duties as required, such as telephone invoices & office expenses.
- Manage all client documentation and ensure client document deficiencies in a timely, efficient and effective manner.
Position Requirements:
- 3+ years of previous experience in a similar role
- Experience in business development and social media management
- Excellent communication skills, both written and verbal
- Strong attention to detail and ability to multitask.
- Proficiency in Microsoft Office Suite, MS-Dynamic 365 CRM, and social media platforms
- Ability to work independently and take initiative.
- Comfortable working in a fast-paced, dynamic environment
- Post-Secondary education
- A successful completion of CSC (Canadian Securities Course) is a bonus.
This position starts with part-time role, leading to full-time in 3-months. It offers competitive base pay plus bonus, extended health benefits, paid vacation and sick leave commensurate with experience. The role will also be in a hybrid work environment allowing for remote and in-person work.
If you would like a challenging and rewarding opportunity in financial services, please send your resume and covering letter, quoting the position by 03/31/2023 to:
Angie Chan
Peak Horizon Wealth of Raymond James
8500 Leslie St., Suite 450
647-557-5580
**Job** Wealth management
**Primary Location** CA-ON-Markham-Markham
**Organization** PCG IFS
**Schedule** Part-time
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