Senior Client Service Associate
1 week ago
This is a unique opportunity to join MD Financial Management as a Senior Client Service Associate, where you will play a vital role in delivering exceptional client experiences and driving business growth.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and preferences to provide tailored solutions.
- Account Administration: Ensure accurate and timely processing of client documentation, including account openings and transaction requests.
- Compliance and Risk Management: Maintain a deep understanding of regulatory requirements and ensure adherence to all relevant laws and regulations.
- Financial Planning and Analysis: Assist in creating financial plans for clients, including data entry and analysis.
- Business Development: Collaborate with the MD Marketing team to develop and implement marketing campaigns and participate in client events.
- Operational Efficiency: Identify opportunities to improve operational processes and contribute to a high-performance environment.
- Education: College diploma in business, commerce, or equivalent.
- Experience: 2 years of administrative experience in financial services, with a preference for internal experience.
- Licenses and Certifications: IIROC licensed or willingness to become licensed within 12 months of hire.
- Skills: Proficiency in Microsoft Office Suite, working knowledge of CRM2, and demonstrated knowledge of the financial services industry.
As a Senior Client Service Associate at MD Financial Management, you will have the opportunity to work in a dynamic and collaborative environment, with a focus on delivering exceptional client experiences and driving business growth.
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