Corporate Client Service Professional

2 weeks ago

Vaughan, Ontario, Canada The Successful Investor Full time

We are seeking a skilled and experienced Corporate Client Service Professional to join our team at The Successful Investor. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and support to high-net-worth individuals.

Job Overview

In this role, you will serve as the first point of contact for all incoming client calls and email inquiries. You will maintain professionalism in each interaction and work closely with our Portfolio Management team to ensure smooth day-to-day operations.

The ideal candidate will have 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 possess strong relationship management skills, a customer-focused mindset, and the ability to thrive in a dynamic and hybrid work environment.

You will receive inbound phone calls and email inquiries from clients and prospects, acknowledging, troubleshooting, and following up as necessary to provide timely and accurate resolution. You will also develop expertise and knowledge regarding our wealth management services, software, procedures, and paperwork to ensure optimal client service and assistance.

Key Responsibilities
  • Receive and respond to all inbound Wealth Management phone calls and email inquiries from clients and prospects.
  • Acknowledge, troubleshoot, and follow up as necessary to provide timely and accurate resolution via phone and email.
  • 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.
  • Coordinate and lead client tax inquiry resolution.
  • Answer general account questions, including assisting with online web access, password setup and reset, download statements and missing tax slips for clients.
  • Provide account balances and initiate the process to execute account cash calls, EFTs, contributions, withdrawals, deposit requests, and beneficiary changes on registered accounts.
  • Record/update customer information within our CRM database.

You will also assist and provide administrative support to the Wealth Management team members for additional client care, tasks, and special projects as required. Additionally, you will coordinate and process various mailouts to clients, including quarterly invoicing, client letters, pooled fund statements, and holiday/birthday greeting cards.

Requirements

To be successful in this role, you will require:

  • A Bachelor's degree in business or related field.
  • At least 3 years of 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.

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

  • Administrative Legal Support Professional

    4 weeks ago

    Vaughan, Ontario, Canada BERENIA TORRES LAW PROFESSIONAL CORPORATION Full time

    As a highly organized and detail-oriented Administrative Legal Support Professional, you will play a vital role in the success of Berenia Torres Law Professional Corporation. This permanent position offers a competitive salary of $55,000 - $65,000 per year, depending on experience.The ideal candidate will possess strong interpersonal skills, be an efficient...

  • Accounting Professional Required for Permanent Position

    4 weeks ago

    Vaughan, Ontario, Canada Peter Voudouris Professional Corporation Full time

    Job Title: Accounting ProfessionalWe are seeking a highly skilled accounting professional to join our team at Peter Voudouris Professional Corporation.About the JobThe successful candidate will be responsible for providing financial guidance and support to our clients. This is a permanent, full-time position with a competitive salary and benefits package.Key...

  • Accounting Professional for Private Company

    4 weeks ago

    Vaughan, Ontario, Canada D'Silva Professional Corporation Full time

    Job Description:We are seeking an experienced Accounting Professional to join our team at D'Silva Professional Corporation. This is a permanent position, offering 40 hours of work per week with free parking available.About the Role:The ideal candidate will have a Bachelor's degree and at least 2 years of experience in accounting, preferably in a...

  • Administrative Assistant

    4 weeks ago

    Vaughan, Ontario, Canada BERENIA TORRES LAW PROFESSIONAL CORPORATION Full time

    Job SummaryBerenia Torres Law Professional Corporation is seeking a detail-oriented and organized Administrative Assistant to support our legal team.About the RoleThis permanent position involves providing administrative support to our lawyers, including scheduling appointments, maintaining filing systems, and preparing documents. The ideal candidate will...

  • Professional Communications Specialist

    4 weeks ago

    Vaughan, Ontario, Canada FARAHANI LEGAL SERVICES PROFESSIONAL CORPORATION Full time

    About FARAHANI LEGAL SERVICES PROFESSIONAL CORPORATIONWe are a dynamic and growing organization seeking a skilled Professional Communications Specialist to join our team.Job Description:The successful candidate will have the opportunity to work in a fast-paced environment, utilizing their expertise in communication strategies to promote our services.Key...

  • Highly Skilled Client Service Professional

    4 weeks ago

    Vaughan, Ontario, Canada IQVIA Full time

    About the RoleAt IQVIA, we are seeking a highly skilled Client Service Professional to join our team. In this role, you will play a crucial part in ensuring that clients obtain maximum value from our products and services.Job DescriptionWe are committed to providing exceptional service to our clients, and as a Client Service Professional, you will be...

  • Corporate Lawyer for Tax Planning and Estate Services

    2 weeks ago

    Vaughan, Ontario, Canada Marciano Beckenstein LLP Full time

    About Marciano Beckenstein LLPMarciano Beckenstein LLP is a dynamic law firm based in Vaughan, Ontario, offering bespoke legal services to individuals, families, owner-managed businesses, and private corporations. Our practice areas include tax planning, tax litigation, wills and estates, corporate/commercial transactions, real estate, and employment.We take...

  • Financial Services Professional

    2 weeks ago

    Vaughan, Ontario, Canada Prasad & Company LLP Full time

    About the RoleWe are seeking a skilled Financial Services Professional to join our team at Prasad & Company LLP. In this role, you will be responsible for managing an assigned block of client engagements, including Compilation, Review, Audit, and all related corporate/personal tax filings.Key ResponsibilitiesManage project financials (budgets, WIP, timely...

  • Highly Skilled Corporate Lawyer Wanted

    2 weeks ago

    Vaughan, Ontario, Canada Marciano Beckenstein LLP Full time

    About UsMarciano Beckenstein LLP is a forward-thinking business law firm based in Vaughan, Ontario. Our expert team provides tailored legal services to diverse clients, including individuals, families, owner-managed businesses, and private corporations.Estimated Salary Range$120,000 - $180,000 per year, depending on experience.About the JobWe are seeking an...

  • Junior Corporate Lawyer

    1 week ago

    Vaughan, Ontario, Canada Toys"R"Us Canada Full time

    Job Title: Junior Corporate LawyerAbout the RoleToys"R"Us Canada, a proud Canadian-owned and operated company, is seeking a skilled Junior Corporate Lawyer to join our team. As a key member of our in-house legal department, you will provide essential support to our business units on various corporate governance, commercial, product liability, consumer goods,...

  • Executive Lawyer

    2 weeks ago

    Vaughan, Ontario, Canada Marciano Beckenstein LLP Full time

    Corporate/Commercial and Real Estate Law ExpertiseMarciano Beckenstein LLP is a dynamic, business-oriented law firm based in Vaughan, Ontario. We cater to a diverse clientele of individuals, families, owner-managed businesses, and private corporations, offering expert legal services that focus on tax planning, tax litigation, wills and estates,...

  • Corporate Tax Expert

    4 weeks ago

    Vaughan, Ontario, Canada KPMG-Canada Full time

    Company OverviewKPMG in Canada is a leading professional services firm that provides audit, tax, and advisory services to clients across various industries. Our innovative Canadian Corporate Tax team, iDi, bridges traditional tax work with technology, focusing on corporate tax compliance and provision engagements.Job DescriptionWe are seeking a highly...

  • Corporate Tax Leader

    4 weeks ago

    Vaughan, Ontario, Canada KPMG-Canada Full time

    KPMG in Canada is a leading provider of professional services, and our Consumer Industrial Markets Tax practice is looking for an experienced Corporate Tax Leader.As part of our engagement team, you will be responsible for servicing the planning needs of our clients, participating in a broad range of tax-related work requiring analysis, assessment, and...

  • Corporate Financial Services Manager

    2 weeks ago

    Vaughan, Ontario, Canada ASSA ABLOY Sicherheitstechnik GmbH Full time

    We are currently seeking a skilled Finance Manager, Shared Services to be based in our office in Vaughan, Ontario Canada headquarters.In this newly created role, as the Finance Manager, Shared Services, you will be responsible for overseeing and coordinating the banking, treasury, tax, insurance and audit functions for multiple operating companies.The ideal...

  • Senior Corporate Lawyer

    2 weeks ago

    Vaughan, Ontario, Canada Marciano Beckenstein LLP Full time

    Job SummaryWe are seeking an experienced Senior Corporate Lawyer to join our team at Marciano Beckenstein LLP. As a key member of our corporate law group, you will be responsible for providing expert legal advice on tax planning and litigation matters to our diverse client base.About UsMarciano Beckenstein LLP is a business-oriented law firm located in...

  • Senior Corporate Accountant

    2 weeks ago

    Vaughan, Ontario, Canada isgSearch Full time

    About the Company:Our client, a leading player in the Canadian real estate investment sector, manages a diverse portfolio valued at over $1 billion.About The Opportunity:The Senior Corporate Accountant will oversee full-cycle accounting functions for corporate entities, ensuring accuracy and compliance. This role offers an excellent opportunity to gain broad...

  • Corporate Administrative Support Specialist

    4 weeks ago

    Vaughan, Ontario, Canada UTS GROUP Full time

    About UTS GROUPWe are a dynamic organization seeking an experienced Corporate Administrative Support Specialist to join our team. The ideal candidate will possess excellent organizational and communication skills, with the ability to work independently in a fast-paced environment.Responsibilities:Meetings and Travel ArrangementsThe successful candidate will...

  • Confidential Administrative Support Specialist

    4 weeks ago

    Vaughan, Ontario, Canada BERENIA TORRES LAW PROFESSIONAL CORPORATION Full time

    Job OverviewWe are seeking a skilled and organized Confidential Administrative Support Specialist to join our team at Berenia Torres Law Professional Corporation. This role is ideal for an individual who excels in providing exceptional administrative support to our legal team.ResponsibilitiesScheduling and Coordination: You will be responsible for scheduling...

  • Senior Corporate and Commercial Lawyer

    4 weeks ago

    Vaughan, Ontario, Canada Marciano Beckenstein LLP Full time

    Company OverviewMarciano Beckenstein LLP is a business-oriented law firm located in Vaughan, Ontario that provides legal services to diverse clients. Our focus lies in tax planning, litigation, wills and estates, corporate transactions, real estate, and employment.Estimated Salary: $150,000 - $250,000 per yearJob DescriptionWe are seeking an experienced...

  • Corporate Finance Manager

    2 weeks ago

    Vaughan, Ontario, Canada Traka (Assa Abloy) Full time

    Job Title:Corporate Finance Manager - Shared ServicesAbout the Role:We are seeking a highly skilled Corporate Finance Manager to join our team in Vaughan, Ontario Canada. As a key member of our finance department, you will be responsible for overseeing and coordinating the banking, treasury, tax, insurance, and audit functions for multiple operating...