Client Service Coordinator
4 days ago
We are looking for a dedicated and organized Client Service Coordinator to support the success of our Financial Advisors and clients. As a key member of our team, you will play a vital role in preparing and reviewing reports, processing transactions, and handling client calls.
What We Offer- Flexible workstyles;
- Competitive compensation and benefits package;
- Opportunities for growth and development;
- A supportive and collaborative team environment.
- Post-secondary education;
- IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook within 1 year of hire is preferable;
- Excellent proficiency with MS Office particularly Word, Excel, and Outlook;
- Experience with Dataphile and FactSet is an asset;
- Excellent verbal and written communication skills;
- Able to work in a team environment and demonstrate a professional and friendly manner;
- Meticulous attention to detail;
- Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints, and provide necessary follow-up;
- Strong organizational skills;
- Able to work within deadlines in a high-volume, pressure-oriented environment;
- Able to effectively handle confidential information.
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