Client Service Specialist for High-Net-Worth Clients

2 days ago

Vaughan, Ontario, Canada The Successful Investor Full time
Job Title: Client Service Associate

We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.

A successful Investor Wealth Management ('SIWM') is actively seeking a client service professional with strong relationship management skills who will provide excellent quality service to high-net-worth clients and contribute to the growth of the organization.

Working in concert with the Portfolio Management team, the ideal candidate will have a minimum of 3-years experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.

Responsibilities:

  • Receive all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
  • Acknowledge, troubleshoot, and follow up as necessary to provide timely and accurate resolution via phone and email.
  • Foster strong long-lasting relationships with clients by providing exceptional client support and upholding our customer-first culture.
  • Develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
  • New account opening documentation preparation, review, and approval before submitting to custodian.
  • Co-ordinate and lead client tax enquiry resolution.
  • Answer general account questions i.e., Assist with on-line web access - password setup and reset, download statements and missing tax slips for clients.
  • Provide account balances.
  • Initiate the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests and beneficiary changes on registered accounts.
  • Record/update customer information within our CRM database.
  • Assist and provide administrative support to the Wealth Management team members for additional client care, tasks and special projects as required.
  • Coordinate and process various mailouts to clients including quarterly invoicing, client letters, pooled fund statements & holiday/birthday greeting cards.
  • Handle all administrative tasks in the wealth management department and other admin work as required.

Requirements:

  • Bachelor's degree in business or related field.
  • 3+ years customer service experience.
  • Previous office administration experience.
  • Previous Wealth Management/Financial Services/Brokerage experience.
  • Solid Knowledge of investment industry and best practices.
  • Strong command of the English language, both verbal and written.
  • Proficiency in Microsoft Word & Excel.
  • Completion of CSC (Canadian Securities Course) is considered an asset, but not required.
  • Customer focused and service driven.
  • Pleasant telephone manner with exceptional conversation skills.

$60,000 - $80,000 per year

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