Financial Services Associate
3 weeks ago
Key Responsibilities:
- Coordinate meetings for Advisors with clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details.
- Respond to client inquiries (account transactions, requests, reporting, etc.).
- Assist the Advisor team with client onboarding.
- Help manage incoming communications from clients, Advisors, and other partners.
- Maintain existing client accounts and identify opportunities to contact clients.
- Ensure accurate and timely updates of documentation in compliance with internal controls and regulatory requirements.
- Help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
- Follow up on client trades to ensure proper settlement and delivery.
- Support Advisor team and client through the Wealth Management process.
Requirements:
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong Microsoft Office Suite skills.
- High level of time management and organization skills.
- Exceptional verbal and written communication skills in English.
What We Offer:
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program.
- Leaders who support your development through coaching and managing opportunities.
- A dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services.
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