Office Service Coordinator

1 week ago


Vaughan, Ontario, Canada The Successful Investor Full time

We are seeking a highly skilled Client Service Associate to join our team at Successful Investor Wealth Management Inc. As the primary point of contact for clients and prospects, you will be responsible for providing exceptional service and support.

About Us

Successful Investor Wealth Management is an established wealth management firm with over 25 years of experience in subscription marketing and independent portfolio management. With assets under management nearing $1 billion, we are committed to delivering top-notch services to our high-net-worth clients.

About the Role

This is a full-time position that requires a minimum of 3 years of experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm. You will be responsible for:

  • Receiving and responding to client inquiries via phone and email
  • Maintaining accurate records of client interactions and correspondence
  • Collaborating with the Portfolio Management team to ensure seamless service delivery
  • Fostering strong relationships with clients through regular communication and issue resolution
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in business or a related field
  • Minimum 3 years of customer service experience
  • Prior office administration experience
  • Prior wealth management/financial services/brokerage experience
  • Strong knowledge of the investment industry and best practices
  • Proficiency in Microsoft Word and Excel
  • CSC (Canadian Securities Course) certification considered an asset but not required
Compensation

The estimated annual salary for this role is $60,000 - $80,000, depending on experience.


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