Client Service Associate

6 months ago

Montréal, Canada Echelon Wealth Partners Full time

**About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced professionals strives to deliver exceptional results and build long-lasting relationships based on trust, integrity, and expertise.

**Key Responsibilities**

**Client Relationship Management**

Serve as the primary point of contact for clients, addressing their needs and resolving issues promptly.

Assist in onboarding new clients, including account setup and documentation.

Schedule and prepare for client meetings, including gathering necessary documentation and creating presentation materials.

**Transaction Processing**

Process client transactions such as deposits, withdrawals, transfers, and trades.

Ensure all transactions are executed accurately and in a timely manner.

Monitor account activities and reconcile discrepancies.

**Administrative Support**

Maintain and update client records in the CRM system.

Prepare and distribute client statements, reports, and other communications.

Handle administrative tasks such as filing, data entry, and office organization.

**Compliance and Documentation**

Ensure all client interactions and transactions comply with industry regulations and company policies.

Maintain accurate and organized documentation for compliance audits.

Assist in the preparation and submission of regulatory reports.

**Client Education and Communication**

Educate clients on financial products, services, and market updates.

Communicate proactively with clients about account statuses, upcoming meetings, and relevant financial news.

**Support to Financial Advisors**

Assist financial advisors with portfolio analysis, investment research, and preparation of financial plans.

Manage the advisor’s calendar and coordinate client appointments.

Provide support during client presentations and follow up on action items.

**Qualifications**

Education: Bachelor’s degree in finance, business administration, or related field.

Experience: Previous experience in wealth management, financial services, or related industry preferred.

**Skills**

Excellent communication and interpersonal skills, with a client-centric approach.

Detail-oriented with the ability to manage multiple tasks efficiently.

Ability to work independently and as part of a team in a fast-paced environment.

**Key Competencies**

Customer Focus: Demonstrated commitment to providing exceptional client service.

Problem-Solving: Ability to identify and resolve issues efficiently.

Team Collaboration: Work effectively with financial advisors and other team members.

Ethical Conduct: Maintain the highest standards of integrity and confidentiality.

Adaptability: Ability to adapt to changing client needs and industry developments.

**Benefits**

Competitive salary commensurate with experience.

Comprehensive benefits package including complete health insurance and paid time off.

Opportunities for professional development and career advancement within the firm.

Collaborative and supportive work environment with a focus on teamwork and excellence.

**Equal Opportunity Employer**: Highgate Group is an equal opportunity employer committed to diversity and inclusion in the workplace.

Responsabilités principales

**Gestion des relations client**

Servir de point de contact principal pour les clients, répondre à leurs besoins et résoudre les problèmes rapidement.

Aider à l'intégration des nouveaux clients, y compris la configuration des comptes et la documentation.

Planifier et préparer les réunions avec les clients, y compris la collecte des documents nécessaires et la création de supports de présentation.

**Traitement des transactions**

Traiter les transactions des clients telles que les dépôts, les retraits, les transferts et les opérations de trading.

S'assurer que toutes les transactions sont exécutées avec précision et en temps opportun.

Surveiller les activités des comptes et réconcilier les écarts.

**Support administratif**

Maintenir et mettre à jour les dossiers clients dans le système CRM.

Préparer et distribuer les relevés clients, les rapports et autres communications.

Gérer les tâches administratives telles que le classement, la saisie de données et l'organisation du bureau.

**Conformité et documentation**

Assurer que toutes les interactions et transactions avec les clients sont conformes aux réglementations de l'industrie et aux politiques de l'entreprise.

Maintenir une documentation précise et organisée pour les audits de conformité.

Aider à la préparation et à la soumission des rapports réglementaires.

**Éducation et communication client**

Éduquer les clients sur les produits financiers, les services et les mises à j

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