Client Service Representative

7 days ago


Fredericton, New Brunswick, Canada The Successful Investor Full time

We are a leading wealth management firm seeking an experienced Client Service Representative to join our team. As the first point of contact for clients and prospects, you will provide exceptional service and support to help us deliver outstanding results.

Job Summary

  • Provide timely and accurate resolution to client inquiries and requests via phone and email
  • Liaise with team members to resolve complex client issues and escalate as necessary
  • Foster strong relationships with clients by providing personalized support and maintaining a customer-first culture

Responsibilities

In this role, you will be responsible for:

  • Managing and prioritizing client inquiries and requests
  • Providing account information and resolving general account questions
  • Processing personal information updates and changes
  • Assisting with on-line web access and recordkeeping requirements
  • Coordinating client meetings and preparing portfolio review packages
  • Handling administrative tasks and supporting the Wealth Management team

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 the investment industry and best practices
  • Proficiency in Microsoft Word & Excel

About Us

We are a dynamic and adaptable team that combines the best of both remote and in-office work to achieve our goals. Located near Yonge St. and Sheppard Ave. in North York, Toronto, we offer a competitive salary range of $55,000 - $65,000 per year, depending on experience.



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