Client Relationship Manager

1 day 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. in North York, Toronto. This is an excellent opportunity for individuals who are passionate about delivering exceptional client service and have experience working in wealth management and/or asset management firms.

About the Role

The ideal candidate will possess strong relationship management skills and provide high-quality service to high-net-worth clients while contributing to the growth of the organization. As the first point of contact for incoming client calls and email inquiries, you will maintain professionalism in each interaction and build long-lasting relationships with clients through exceptional support and customer-centric culture.

  • Manage and prioritize client inquiries and requests as they come in, acknowledging, troubleshooting, and following up as necessary to provide timely and accurate resolutions 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 and fostering strong long-lasting relationships.
Responsibilities

The successful candidate will be responsible for:

  • Providing first-line response to client inquiries and recordkeeping requirements, including new account opening documentation preparation, review, and approval before submitting to custodian.
  • Coordinating and leading RRSP/RRIF, LIRA/LIF conversion, client tax enquiry resolution, and processing personal information updates/changes.
  • Assisting with on-line web access – password setup and reset, download statements and missing tax slips for clients.
  • Initiating the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests, and beneficiary changes on registered accounts.
  • Acting as the back-up Estate Associate, recording/updating customer information within our CRM database, and assisting with client onboarding for new and existing clients.
Requirements

To succeed in this role, the ideal candidate will possess:

  • Bachelor's degree in business or a related field.
  • 3+ years customer service experience, preferably in wealth management and/or asset management firms.
  • Previous office administration experience and proficiency in Microsoft Word & Excel.
  • Solid knowledge of the investment industry and best practices.
  • Strong command of the English language, both verbal and written.
What We Offer

We offer a competitive salary of $85,000 - $110,000 per annum, depending on experience, and a hybrid work environment that combines the best of both remote and in-office work. Pre-employment work references, credit, and criminal background checks are required. Successful Investor Wealth Management Inc. welcomes and encourages 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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