Client Services Associate

4 weeks ago

Burlington, Ontario, Canada Wellington-Altus Full time

Client Services Associate

At Wellington-Altus Private Wealth, we are seeking a highly skilled Client Services Associate to join our team. This role will provide high-level executive support to Investment Advisors and ensure the smooth operation of administrative functions within the team.

Key Responsibilities:

  • Build and maintain strong relationships with clients through regular communication, responsiveness, and proactive support.
  • Address client inquiries, concerns, and service requests in a timely and professional manner.
  • Act as a resource person for clients, generating specialized reports and answering questions about specific products.
  • Manage and oversee complex tasks, maintaining key client relationships to ensure high-quality service and successful project outcomes.
  • Work with Advisors to develop and distribute client communication and marketing pieces.

Lead Advisor Support:

  • Utilize a high degree of professionalism and initiative to anticipate and meet the needs of the Advisors.
  • Provide executive administrative support to the Lead Advisors.
  • Manage and prioritize Advisors calendar and ensure preparation for meetings and presentations with appropriate materials.
  • Coordinate, manage, and assist with the planning and execution of internal and external meetings and events.
  • Handle confidential and sensitive information with discretion and professionalism.
  • Manage, develop, maintain various electronic files, databases, and internal file structures.
  • Coordinate travel arrangements, including flights, accommodations, and transportation.

Client Portfolio Management:

  • Process unsolicited trades and provide quotes.
  • Process a variety of transactions, including issuing cheques, deposits, contributions, and withdrawals, incoming and outgoing transfers.
  • Account processing, converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.
  • Assist in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.
  • Follow up relating to all client transactions to ensure proper processing and minimization of errors.
  • Perform other duties as assigned.

Requirements:

  • Bachelor's degree or diploma in business administration, office management, or similar field of study.
  • Minimum of 5 years of administrative or executive assistant experience.
  • Minimum of 2+ years' experience in a client-service facing role.
  • Minimum of 2-5 years' financial services industry experience working in a high growth environment.
  • Equivalent combination of education and experience may be considered.
  • Experience in the wealth management or other regulated industry is a strong asset.
  • IIROC licensing requirements, including completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) as well as active registration as an Investment Representative (IR) is a strong asset.
  • Commitment to fulfilling Continuing Education (CE) requirements.
  • Proficiency with the MSOffice suite, including Word, PowerPoint, Teams, and Outlook with a strong emphasis on Excel (manipulating and organizing data sets, presenting data, etc.).
  • Experience with financial planning software is an asset.
  • Experience with industry research and reporting software such as Thomson, Morningstar, and Croesus is a strong asset.
  • Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
  • Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
  • Ability to maintain the highest levels of confidentiality with discretion.
  • Excellent attitude and commitment to providing extraordinary service.
  • Exemplary interpersonal and influencing skills; ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
  • Strong organizational skills with an excellent attention to detail.
  • High tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.

Conditions of Employment:

  • Must be legally eligible to work in Canada.
  • Background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

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