Client Service Representative

4 weeks ago


Fredericton, New Brunswick, Canada The Successful Investor Full time

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.



  • Fredericton, New Brunswick, Canada Sales Manager Full time

    We are a property maintenance company that offers sales opportunities in various positions. This role requires a good attitude, strong work ethic, and willingness to learn.As a sales representative, you will be responsible for promoting our services and building relationships with clients. Apart from sales skills, you should also possess excellent...


  • Fredericton, New Brunswick, Canada : BC-1207 HR Client Services-CA Canada Full time

    We are seeking an experienced Human Resources Business Partner to join our Ontario & Atlantic HR Client Services (HRCS) team in a collaborative and results-driven environment. As part of this team, you will support leaders and employees throughout various business lines with a flexible hybrid work option.Key Responsibilities:Establish effective working...


  • Fredericton, New Brunswick, Canada beBee Professionals Full time $30,000 - $45,000

    We are looking for a Service Excellence Representative to join our team at beBee Professionals. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, handling inquiries, and resolving issues.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide accurate and timely...


  • Fredericton, New Brunswick, Canada beBee Professionals Full time $25,000 - $35,000

    Job Description:beBee Professionals in Fredericton is seeking a highly motivated Customer Service Representative to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases...


  • Fredericton, New Brunswick, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a Customer Service Representative to work at our food counter in Fredericton. The ideal candidate will have previous experience in food service or customer service and be able to work well under pressure in a fast-paced environment.Key Responsibilities:Take customer orders efficiently and accurately.Prepare food items according to customer...


  • Fredericton, New Brunswick, Canada The Successful Investor Full time

    OverviewThe Successful Investor is a well-established wealth management and investment publishing firm with 25+ years of experience in subscription marketing and independent portfolio management. We are actively seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate.


  • Fredericton, New Brunswick, Canada The Successful Investor Full time

    Client Service SpecialistThe Successful Investor offers a unique opportunity for a skilled Client Service Specialist to provide exceptional quality service to high-net-worth clients and contribute to the growth of our organization.This role involves managing all incoming client calls and email inquiries, prioritizing and resolving client requests in a timely...


  • Fredericton, New Brunswick, Canada C3 Client Satisfaction Full time

    Company OverviewC3 Client Satisfaction is a leading company that prioritizes delivering exceptional customer experiences. Our mission is to provide unparalleled services, and we are seeking a highly skilled Mystery Shopper to join our team.Job SummaryWe are looking for an individual who can conduct thorough investigations of store environments and evaluate...


  • Fredericton, New Brunswick, Canada The Successful Investor Full time

    We are seeking a Customer Experience Specialist to provide exceptional quality service to high-net-worth clients and contribute to the growth of our organization. The ideal candidate will have a minimum of 3 years of experience working in a customer-facing role at a wealth management and/or asset management firm.About Our FirmThe Successful Investor is an...


  • Fredericton, New Brunswick, Canada Recrute Action Full time

    As a Multilingual Insurance Customer Service Representative, you will be part of a dynamic team at Recrute Action providing exceptional customer service to clients in both English and French.This role is perfect for individuals seeking a career in the insurance sector with opportunities for growth and development. Our comprehensive training program includes...


  • Fredericton, New Brunswick, Canada SinglePoint Group International Full time

    Company OverviewThe SinglePoint Group International is a dynamic organization that values innovation and teamwork. Our team is dedicated to providing exceptional customer experiences, and we are seeking a highly skilled Customer Service Representative to join our growing family.Job DescriptionThis role involves assisting and marketing products and services...


  • Fredericton, New Brunswick, Canada OSR Manage Full time

    We are seeking a highly motivated Sales Development Representative to join our client's company.This is an exciting opportunity for a ground-floor sales position with tremendous growth potential and immediate income opportunities.Our client, OSR Manage, is a Managed Service Provider with 15 years of experience in helping businesses overcome IT challenges...

  • Sales Representative

    3 months ago


    Fredericton, New Brunswick, Canada beBee Professionals Full time $35,000 - $50,000

    We are seeking a highly motivated Sales Representative to assist customers and contribute to the overall success of our store in Fredericton, Canada.Key Responsibilities:Provide exceptional customer service and greet customers with a smile.Maintain knowledge of products and promotions to offer accurate information and make recommendations.Process...


  • Fredericton, New Brunswick, Canada SinglePoint Group International Full time

    Overview">This is a remote customer service representative opportunity with SinglePoint Group International based in New Brunswick. The role involves actively looking for applicants who can work from home and are available to start on January 28, 2025.


  • Fredericton, New Brunswick, Canada Walmart Canada Full time

    **Job Overview:**An exciting opportunity has arisen for a highly motivated and detail-oriented Customer Service Representative to join our team at Walmart Canada. As an E-commerce Fulfillment Specialist, you will play a critical role in ensuring the smooth operation of our online order fulfillment process.


  • Fredericton, New Brunswick, Canada Sephora Canada Full time

    Job DescriptionA dynamic and innovative retail leader is sought to manage all aspects of the client experience, services, classes, and events in a specific Sephora store location.Responsibilities:Manage daily operations at the Beauty, Skin and Fragrance Studio ensuring adequate training for Coordinators and effective management of services on a day-to-day...


  • Fredericton, New Brunswick, Canada Circle K Full time

    About Circle K">Circle K is a leading retail company with a presence in various locations. Our store at 1715 Woodstock Rd, Fredericton, New Brunswick E3C 1L4 offers an exciting opportunity to work as a Customer Service Representative.">Job Summary">We are seeking a highly motivated and customer-focused individual to join our team as a Part Time Customer...


  • Fredericton, New Brunswick, Canada SinglePoint Group International Full time

    We are a forward-thinking organization, always looking for top talent to join our team at SinglePoint Group International.As a valued member of our team, you will have the opportunity to grow and develop your skills in a dynamic and supportive environment.Job OverviewWe are seeking an Inbound Customer Service Representative to join our team. This is a...


  • Fredericton, New Brunswick, Canada SinglePoint Group International Full time

    We are seeking a skilled and detail-oriented Remote Customer Service Representative to join our team at SinglePoint Group International. This is a permanent, full-time opportunity that offers paid training and a chance to work from home within New Brunswick.About the RoleThis position requires excellent communication and problem-solving skills, as you will...


  • Fredericton, New Brunswick, Canada East Angus Grocery Full time

    **East Angus Grocery Overview**We are a fast-growing, family-owned business committed to providing high-quality, locally sourced meats at competitive prices. By supporting local producers, we offer a unique grocery alternative that combines quality, affordability, and convenience.As a Food Advisor, you will contribute to our growth by developing and...