Client Service Associate

5 months ago

London, Canada Assante Wealth Management Full time

**Position: Client Service Associate**
Company: Assante Wealth Management
Location: London, Ontario

Do you want to make a difference in the lives of others? We are looking for a **Client Service Associate** who is dynamic, collaborative and passionate about client service, team operations and growing the business together.

Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Client Service Associate is a key member of the team who will provide outstanding support to clients. They will also oversee administrative support while ensuring the office runs smoothly. This role has the ability to grow into an operational management role with additional responsibilities.

This is a fantastic long-term opportunity to learn the financial planning business, grow your skills, and join an evolving business. If you are looking for a long-term career in financial services with the opportunity to grow, this position is for you.

**Mission**:

- To provide excellent client service by being the first point of contact for many client interactions as well as manage the client service priorities of the firm to ensure our commitment to clients is being met. Also, to support the advisors on the team by processing various documents and performing trades.

**Our Ask**:

- 2-3 years of experience in a similar office role
- 2 years of experience in the financial services or related industry
- Completed courses in the financial industry are considered an asset.

**We are looking for a Client Relations Manager who**:

- Is seeking a career that supports personal and professional development and rewards reliability and commitment
- Will build long term client relationships based on trust and transparency
- Will value accountability and seek growth in the role commensurate with experience and development
- Will work closely and collaboratively with colleagues with a shared focus on delivering exceptional and seamless client service
- Will foster a positive atmosphere and build team culture with enthusiasm and passion for the role
- Has proven written and verbal communication skills
- Values attention to detail and time management
- Has persistence and tenacity to see tasks and projects through to the end
- Is proactive in their approach to client service and brings new ideas to the team
- Is competent with technology
- Post-secondary education and experience are an asset

**Responsibilities**:

- Manage advisors’ calendars and schedule all client meetings in a timely manner
- Communicate meeting details to those involved
- Prepare paperwork and processing of account opening, executing trades, transfers, and follow up on execution
- Collaborate with the advisory team to maintain dynamic, relevant processes
- Monitor the compliance process while ensuring all standards are met
- Answering phones and providing outstanding customer service
- Client Service Calls - follow up with clients to stay abreast of any changes personally and financially in their lives
- Greet clients for meetings and ensure they are comfortable
- Communicate with clients & other professionals
- Perform other duties as needed
- Maintain accuracy, confidentiality, privacy, and integrity at all times

**Why Us?**
- Engaging & supportive team dynamic
- Training & development opportunities with reimbursement offered for approved courses
- Opportunity to grow
- Flexibility and Autonomy
- Competitive compensation of $55, 000 - $65, 000 (depending on experience)
- Health & dental benefits
- RRSP Matching Program after 1 year
- $500 annual personal benefit
- Free parking downtown London

Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.

**Salary**: $55,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- RRSP match
- Tuition reimbursement

Schedule:

- 8 hour shift

**Experience**:

- financial background: 1 year (preferred)
- client relations: 2 years (preferred)

Work Location: In person

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