Client Service Specialist
3 weeks ago
At
CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.
Role specifications
Location: Edmonton
Everyday Flexibility Onsite Requirements Hybrid Work Environment
At CWB Wealth, we strive to bring value to the lives of the people who choose us every day: our employees, our clients, and our investors. The ethics that guide and hold us to that mission are:
- Put people first and build relationships with intention- Seek and embrace new ideas, knowing that better is always possible- Believe that how we do things is as important as what we do- Harness the power of inclusion through a culture that recognizes who we are and how we show up - as individuals and as a team
CWB Wealth, helping you live your best life.
With roots going back to 1939, our founders pioneered the concept of financial health in Canada through comprehensive financial planning and professional investment management. Their spirit of innovation remains in the proactive, client-focused expertise we bring to families and business owners from coast to coast, in English and French. Our clients are more than just a number. Knowing them by their first names and unique aspirations means our relationships thrive for decades.
Being part of CWB Financial Group lets us offer deep and varied resources to meet the complex needs of the high-net-worth sector. As a leading wealth advisor in Canada, we’re entrusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
The opportunity
Relationship building. Customer service delivery. Client account management.
The Client Services Specialist will be the primary point of contact for day-to-day client inquiries, and will act as a liaison between the client, the PM, and the Operations Team.
The ideal applicant will be responsible for encouraging high touch relationships with our clients. Your passion and focus for the client should come from a deep understanding and appreciation for the trust they have placed in us. Our clients’ investments aren't just a collection of numbers on a spreadsheet. They are children’s education, safeguards against the unexpected, years of retirement vacations - these investments are their entire lives and their future.- The ability, passion, and skills to proactively administer and service 100+ high net worth clients.- A consistent track record of successfully building relationships with clients.- Strong interpersonal skills and the ability to work efficiently within a team and ownership culture.- Proactive self-starter.- A proven understanding of the investment industry, and key client service components: documentation, compliance, and trading.
The day to day
Client Support- Collaborate with Portfolio Managers to be solution-finding experts through the entire client experience. This includes the initial development, onboarding, and ongoing servicing and maintenance of our relationships.- Provide an exceptional client experience through proactive, on-time delivery of information related to requests and needs, including, but not limited to; tax packages, EFTs, cheques, reporting, account information, combined with a focus on building personal relationships.- Client focused. You are all about clients and will be the first point of call for client issues.- Provide client transaction support activities such as: liaise/coordinate with operations team, ensure system inputs are correct, funds transferred, provide updates to PM, client, custodians, as per established process determined by type of account.- Manage reporting inquiries, identify, and manage discrepancies by liaising with Operations team to confirm reporting requirements as well as coordinating with custodian. Determine source of issue(s) and ways to prevent future issues.- Manage client onboarding/offboarding.
Portfolio Manager Support- Generate monthly activity list for PM highlighting formal meetings required and required reports and materials including portfolio review packages for the month.- Organize and prepare documentation for PM, including, but not limited to Prospect Presentations, Client Portfolio Reviews, meeting review materials and various spreadsheets for analysis.-
- Communicate directly with custodian on regular basis (NBIN & RBC IT&S) in cases of client issues.- Manage efficient and accurate onboarding of new client relationships with Operations team.- Proactively reach out to existing clients to remind about items such as TFSAs, RRSPs.- Find opportunities to help grow our busin
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