Client Service Specialist

2 days ago


Fredericton, New Brunswick, Canada The Successful Investor Full time
Client Service Specialist

The 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 and accurate manner via phone and email.

About the Role

This is an ideal position for a motivated and customer-focused individual who wants to make a meaningful impact in the financial industry.

Key Responsibilities:

  • Receive and manage all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
  • Prioritize and resolve client inquiries and requests in a timely and accurate manner via phone and email.
  • Liaise with the Portfolio Management team to quickly resolve client enquiries that fall outside first-line response.
  • Foster strong relationships with clients by providing exceptional support and upholding our customer-first culture.
  • Develop expertise in our wealth management services, software, procedures, and paperwork to ensure optimal client service.

About the Salary

The estimated salary for this role is $60,000 - $80,000 per year, depending on experience.



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