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Client Relations Specialist
3 months ago
Job Overview:
TEKsystems is seeking a dedicated Client Services Associate to enhance our team. This role is ideal for individuals aspiring to build a career in Wealth Management, with a strong focus on client satisfaction and support.
Our organization is a reputable independent investment management firm operating across Canada, with a commitment to values-driven investing. We aim to assist our clients in realizing their financial goals while ensuring their investments reflect their personal values.
Key Responsibilities:
• Provide exceptional client service by addressing inquiries and requests promptly, fostering trust and satisfaction.
• Collaborate with Portfolio Managers and Associates to address and resolve critical client issues.
• Assist in the creation, distribution, and monitoring of quarterly reports and marketing materials.
• Ensure the accurate and timely management of account openings and closures.
• Oversee client Registered Plan contributions, payments, transfers, and withdrawals.
• Maintain up-to-date knowledge of client accounts through daily activity reviews.
• Manage pending plan transfers to guarantee proper settlement and delivery.
• Utilize a contact management system for effective task management and client record maintenance.
• Liaise with custodians to resolve any arising issues.
• Execute project work as assigned, ensuring alignment with personal workload and strategic objectives.
Additional duties may include:
• Ordering office supplies
• Conducting mail and cheque runs
• Performing printing, scanning, and filing tasks
Qualifications:
• Relevant educational background in Commerce, Finance, or related fields.
• 1-2 years of experience in banking, wealth operations, or customer service.
• Familiarity with processing registered accounts, including TFSA's, RRSPs, and other banking products.
About TEKsystems:
We are partners in transformation, assisting clients in activating ideas and solutions to leverage new opportunities. Our team of 80,000 collaborates with over 6,000 clients, including a significant portion of the Fortune 500, across North America, Europe, and Asia. As leaders in Full-Stack Technology Services, Talent Services, and real-world applications, we work with forward-thinking leaders to drive meaningful change. This is the essence of true partnership. TEKsystems is part of the Allegis Group.
We are an equal opportunity employer and welcome applications from all qualified individuals without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
