Client Service Representative

5 months ago

Uxbridge, Canada Carriage House Wealth Full time

Carriage House Wealth Ltd. (CHW) is a Family Office and private wealth management advisory firm that serves Canada’s wealthiest families and ultra high-net-worth individuals. Providing comprehensive investment, planning and tax solutions, CHW strives to meet the complex expectations and needs of our clients.

**POSITION**:Client Service Associate

**REPORTS TO**: Chief Operating Officer

**LOCATION**: Hybrid work from home, time required in the office in Uxbridge, ON.

Opportunity to join a growing Family Office and private wealth management firm as a **Client Service Associate**. As a Client Service Associate, you will be responsible for providing superior client service and administrative management for clients. Additionally, in this position, you will be collaborating with the Chief Operating Officer to support the operational and administrative processes of the firm.

**KEY RESPONSIBILITIES**:

- Provide service and sales support to CHW Leadership Team and Advising Representatives
- Collaborate with CHW team in efficiently and effectively supporting administrative and operational processes for clients, including execution of new investment account openings, new client onboarding to CHW and related-party systems, and overall ongoing account maintenance.
- Provide proactive and reactive day to day client service, achieving high quality service standards and ensuring client's needs are fully addressed and met.
- Ensure all client documentation and records management are accurately and reliably maintained.
- Collaborate with Chief Operating Officer to support processes and systems for the firm, ensuring efficiency and compliance.
- Provide general office administrative and operational support.

**QUALIFICATIONS & REQUIREMENTS**:

- Bachelor’s degree in Business Administration, or a related discipline.
- 2+ years of experience in Financial Services Industry or Investment Industry; Family Office experience an asset.
- Excellent communication skills, written and verbal, with a demonstrated ability to build rapport with clients.
- Proficiency in the Microsoft Office suite of products.
- Excellent organizational skills, ability to multitask and meet deadlines while maintaining high service standards.
- Carriage House Capital (CHC) is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation during any stage of the recruitment process, please notify us directly._

**Salary**: $40,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- L9P 1E6, CA: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (required)

**Experience**:

- Financial Services: 2 years (required)

Work Location: Hybrid remote in L9P 1E6, CA

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