Head of Client Services

3 weeks ago

Toronto, Canada Bold Wealth Full time

**Job description**

Salary**:$80,000 + Significant Bonus Opportunities**

Work Location**:Toronto, ON + Hybrid**

Job Type**:Full-Time**

Start Date**:April-May 2023**

Benefits**:Flex Benefits Included**

Type**:In-Person at our Toronto office (combination of in-person and virtual after probation period)**

**About Us**

Bold Wealth is a Portfolio Management firm servicing clients in and around the Greater Toronto Area. We work with individuals and families to help them achieve their financial goals.

We strive to provide our clients with the highest level of customer service. We work closely with clients to build meaningful relationships outside of just their finances. We are looking for an enthusiastic and personable individual to join our team and help us provide outstanding customer service to our clients.

The head of client support will be responsible for managing the needs of our clients while providing operational and administrative support to financial advisors in a fast-paced wealth management office.

At Bold Wealth, you can grow in an environment where you will learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities.

The head of client services will assist the team in many areas of our wealth management practice, including answering inbound calls, preparing account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in-person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other various tasks as assigned.

**Responsibilities**:

- Interact with clients in person and over the phone
- Facilitate and resolve client service requests
- Arrange meetings with clients and follow up on tasks
- Prepare and review new account paperwork
- Ensure paperwork is prepared and provided for all client meetings
- Handle confidential and/or sensitive information responsibly
- Perform general office duties such as ordering supplies, maintaining records, and

performing essential bookkeeping work
- Assist financial advisors with daily activities, including maintaining calendars, preparing

correspondence, and providing customer service
- Prepare invoices, reports, memos, letters, financial statements and other documents using word processing, spreadsheets and presentation software
- File and retrieve corporate documents, records and reports

Competencies
- Detail-oriented and able to work in a fast-paced environment
- Highly organized and the ability to manage multiple ongoing tasks and projects
- Excellent computer skills
- Committed to providing exceptional customer service
- Ability to problem solve
- Comfortable making phone calls
- Must have strong character and a positive attitude
- Must be proficient with Google workspaces (Sheets, Gmail, Drive, etc.)
- Experience with CRM systems is an asset
- One year of financial industry experience is an asset
- IFIC or CSC registration or completion is an asset
- Must have accurate data entry skills with strong attention to detail
- Highly dependable and responsible
- Must be able to work independently

Bold Wealth is a Portfolio Management firm servicing clients in and around the Greater Toronto Area. We work with individuals and families to help them achieve their financial goals.

We strive to provide our clients with the highest level of customer service. We work closely with clients to build meaningful relationships outside of just their finances. We are looking for an enthusiastic and personable individual to join our team and help us provide outstanding customer service to our clients.

**Salary**: $80,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Flexible schedule
- Paid time off
- RRSP match
- Tuition reimbursement
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay
- Overtime pay
- Signing bonus
- Tips

Ability to commute/relocate:

- Toronto, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 2 years (required)

Work Location: Hybrid remote in Toronto, ON

Application deadline: 2023-03-17

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