Client Relationship Specialist

7 days ago


Vaughan, Ontario, Canada The Successful Investor Full time

Unlock your potential as a Client Relationship Specialist in our Wealth Management team at The Successful Investor. This is an exciting opportunity to provide exceptional client service and support, fostering long-lasting relationships with high-net-worth clients.

About the Role

We are seeking a highly motivated and customer-focused individual to join our dynamic team. As a Client Relationship Specialist, you will be responsible for providing timely and accurate resolution to client inquiries, whether via phone or email. Your strong communication skills and ability to build rapport with clients will be invaluable in this role.

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. You will possess a Bachelor's degree in business or a related field and have solid knowledge of the investment industry and best practices.

We offer a competitive salary range of $65,000 - $85,000 per annum, depending on experience. In addition, you will receive comprehensive benefits, including health and dental insurance, retirement savings plan, and opportunities for professional development.

Key Responsibilities:

  • Provide exceptional client service and support, responding to client inquiries and resolving issues in a timely and accurate manner.
  • Foster strong, long-lasting relationships with clients through daily interactions and regular communication.
  • Work closely with the Wealth Management team to ensure seamless client service and support.
  • Develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.
  • Initiate the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests, and beneficiary changes on registered accounts.

Requirements:

  • Bachelor's degree in business or a related field.
  • Minimum 3 years' experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.
  • 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 considered an asset but not required.

Why Join Our Team?

The Successful Investor is a leading wealth management firm with over 25 years' experience in subscription marketing and independent portfolio management. We offer a dynamic and adaptable work environment, combining the best of remote and in-office work to achieve our goals. Our team is passionate about delivering exceptional client service and support, and we welcome applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.



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