Client Service Representative
4 weeks ago
Are you a detail-oriented and customer-focused professional looking for a challenging role in wealth management? We are seeking a Client Service Associate to join our team at The Successful Investor, a leading wealth management firm with over 25 years of experience.
About the Role
We are looking for an individual with strong communication skills, excellent organizational abilities, and a passion for delivering exceptional client service. As a Client Service Associate, you will be responsible for providing timely and accurate support to high-net-worth clients, managing their account needs, and building long-lasting relationships.
Key Responsibilities:
- Receive and manage inbound calls and email inquiries from clients and prospects
- Prioritize and resolve client requests in a timely and professional manner
- Liaise with internal teams to provide seamless support and escalate complex issues as needed
- Foster strong relationships with clients through regular communication and personalized service
- Develop expertise in our wealth management services, software, and procedures to ensure optimal client support
- Process new account openings, RRSP/RRIF conversions, client tax inquiries, and other administrative tasks
- Provide first-line response to client inquiries, recordkeeping requirements, and account-related questions
Requirements:
- Bachelor's degree in business or related field
- 3+ years of customer service experience, preferably in wealth management or financial services
- Strong knowledge of investment industry best practices and regulatory requirements
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
- Proficiency in Microsoft Word and Excel
- Ability to solve problems, prioritize tasks, and manage multiple client inquiries simultaneously
Benefits:
- A competitive salary of $55,000 - $65,000 per year, based on experience
- A comprehensive benefits package, including medical, dental, and vision coverage
- The opportunity to work with a dynamic and supportive team in a hybrid work environment
- Professional development opportunities to enhance your skills and knowledge in wealth management
About Us:
The Successful Investor is a leading wealth management firm dedicated to helping high-net-worth individuals achieve their financial goals. With over 25 years of experience, we have established ourselves as a trusted partner in the investment industry. Our team is committed to delivering exceptional client service, innovative solutions, and unparalleled expertise in wealth management.
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