Wealth Management Client Support Specialist

6 days ago

Vaughan, Ontario, Canada The Successful Investor Full time

Company Overview

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The Successful Investor is a renowned wealth management and investment publishing firm with over two decades of experience in subscription marketing and independent portfolio management. With assets under management approaching $1 billion, we are committed to delivering exceptional quality service to our high-net-worth clients.

Salary & Benefits

As a Client Service Associate at The Successful Investor, you can expect an estimated salary range of $55,000 - $70,000 per year, depending on your level of experience and qualifications. Our comprehensive benefits package includes medical and dental coverage, retirement savings plan, and paid time off.

Job Description

We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As the first point of contact for all incoming client calls and email inquiries, you will be responsible for providing exceptional client support and upholding our customer-first culture. Your primary duties will include:

  • Receiving and responding to inbound phone calls and email inquiries from clients and prospects
  • Acknowledging, troubleshooting, and following up on issues to provide timely and accurate resolutions
  • Fostering strong relationships with clients by providing exceptional client support and assistance
  • Developing expertise and knowledge regarding our wealth management services, software, procedures, and paperwork
  • New account opening documentation preparation, review, and approval
  • Coordinating and leading client tax enquiry resolution
  • Answering general account questions and providing account balances
  • Initiating the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests, and beneficiary changes
  • Recording and updating customer information within our CRM database
  • Assisting and providing administrative support to the Wealth Management team members
  • Coordinating and processing various mailouts to clients, including quarterly invoicing, client letters, pooled fund statements, and holiday/birthday greeting cards

Required Skills & Qualifications

To succeed in this role, you will need:

  • Bachelor's degree in business or a related field
  • At least 3 years of customer service experience
  • Previous office administration experience
  • Previous Wealth Management/Financial Services/Brokerage experience
  • Solid knowledge of the investment industry and best practices
  • Strong command of the English language, both verbal and written
  • Proficiency in Microsoft Word and Excel
  • CSC (Canadian Securities Course) certification is considered an asset but not required

Why Join Our Team?

The Successful Investor offers a dynamic and adaptable work environment that combines the best of remote and in-office work. We value diversity, equity, and inclusion and welcome applications from people with disabilities. Accommodations are available on request for candidates participating in all aspects of the selection process. If you are a customer-focused and service-driven individual who thrives in a hybrid work environment, please submit your application today.

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