Client Service Associate

4 weeks ago


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

We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate at Successful Investor Wealth Management Inc.

Job Summary:

The Client Service Associate will be the first point of contact for all incoming client calls and email inquiries, providing exceptional quality service and maintaining the utmost professionalism in each interaction.

Key Responsibilities:
  • Receive and manage all inbound Wealth Management phone calls and service email inquiries from clients and prospects.
  • Manage and prioritize client inquiries and requests, acknowledging, troubleshooting, and following up as necessary to provide timely and accurate resolution via phone and email.
  • Liaise with the appropriate team members for assistance and escalate as required to quickly resolve client enquiries where they fall outside first line response.
  • Engage with clients in a professional manner while actively listening to their concerns.
  • 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.
  • Provide first line response to client inquiries and recordkeeping requirements, including new account opening documentation preparation, review, and approval, as well as coordinating and leading RRSP/RRIF, LIRA/LIF conversion, client tax enquiry resolution, and other tasks.
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.
  • 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.
What We Offer:

Successful Investor Wealth Management Inc. offers a dynamic and adaptable work environment, combining the best of both remote and in-office work to achieve our goals. We welcome and encourage applications from people with disabilities and provide accommodations on request for candidates taking part in all aspects of the selection process.



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