Client Services Professional
2 days ago
We are seeking a highly skilled and detail-oriented Client Services Professional to join our team at Peeple Inc.
About the Role:This is a full-time permanent position that involves ensuring clients receive exceptional service and that systems and processes are developed and maintained to support the growing business.
Responsibilities include communicating efficiently with clients, managing phone lines and voicemail, participating in projects to increase operational efficiency, providing administrative support to the Investment Advisor and team, and assisting with various tasks such as calendar management, expense reports, and document preparation.
Required Skills and Qualifications:- Excellent verbal and written communication skills complemented by exceptional interpersonal skills
- Able to legally work in Canada
- Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) and licensed with CIRO
- 2-3 years of related experience, with a well-rounded knowledge of the securities industry
- An undergraduate degree or higher level of education is an asset;
- Ability to demonstrate a high level of discretion and confidentiality
- Detail-oriented with strong organizational capacity and high attention to detail, follow up, and communication;
- Excellent prioritization skills with the ability to excel under pressure in a fast-paced growing team environment
- Excellent teamwork skills complemented by the ability to work well independently
- Advanced proficiency in Microsoft Office, Outlook, Adobe Acrobat, DocuSign, Zoom, and Salesforce
The estimated salary for this position is between $50,000 and $70,000 per year, depending on experience.
About Peeple Inc:Peeple Inc. is a Vancouver-based People Development organization specializing in Management Search, Executive coaching, and development. We're dedicated to helping companies build and develop world-class teams and assisting job seekers to find incredible employers.
Peeple Inc. and the clients we represent are committed to an inclusive and discrimination-free workplace, as well as complete compliance with the B.C. Human Rights Code, Canadian Human Rights Act, and the Employment Equity Act.
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