Client Service Associate

2 weeks ago

Montreal, Quebec, Canada MD Financial Management Full time
About the Role

MD Financial Management is seeking a highly skilled and dedicated Client Service Associate to join our team. In this role, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities:
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Accountable for the preparation and processing of client documentation around account opening and transaction requests as directed by Advisors and Portfolio Managers while ensuring all regulatory requirements are adhered to.
  • Responsible for maintaining the currency and accuracy of the client contact database (CRM), ensuring all applicable information and notes are recorded correctly.
  • Play an important role in booking on-site and virtual client meetings, as well as coordinating meetings between Signature Advisors, Signature Planners, and local specialists.
  • Ensure that monthly compliance-related tasks are completed.
  • Assist in creating financial plans for Signature clients by entering financial data in the software.
  • Partner with other lines of business to arrange mutual client growth and contact strategies.
  • Liaise with third parties (Accountants & Lawyers) to obtain client data for financial plans.
  • Have a deep understanding of financial documents and how they interplay with the clients' circumstances.
  • Review the planning discovery summaries and ensure upcoming activities and responsibilities are clearly documented in CRM (MX360).
  • Actively respond to client requests with an eye to affording an exceptional client experience.
  • In cooperation with the MD Marketing team and your Advisor, you will assist with marketing campaigns and participate in client events.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Champions a high-performance environment and contributes to an inclusive work environment.
Requirements:
  • A commitment to an exceptional client experience.
  • A sense of urgency.
  • The ability to work independently and as part of a broader team.
  • You embrace change.
  • A dedication to organizational efficiency.
  • A high level of comfort in working in a high-paced environment.
  • College diploma in business, commerce, or equivalent.
  • 2 Years of administrative experience in financial services, internal experience preferred.
  • IIROC licensed or the willingness to become licensed within 12 months of hire.
  • Proficiency with Microsoft Office Suite.
  • Working knowledge of CRM2.

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