Customer Service Representative
1 week ago
We are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As the first point of contact for all incoming client calls and email inquiries, you will maintain the utmost professionalism in each interaction. Your strong relationship management skills and ability to provide exceptional client support will be essential in building long-lasting relationships with clients.
About Us
The Successful Investor is an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management. With assets under management verging on $1 billion and growing, we are committed to delivering exceptional service to our high-net-worth clients.
Key Responsibilities
- Receive all inbound Wealth Management phone calls and service 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 enquiry resolution
- Answer general account questions, including 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
- Assist and provide administrative support to the Wealth Management team members for additional client care, tasks, and special projects as required
Requirements
- Bachelor's degree in business or related field
- 3+ years customer service experience
- Previous office administration experience
- Previous Wealth Management/Financial Services/Brokerage experience
- Solid Knowledge of 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
What We Offer
- Competitive salary: $60,000 - $80,000 per year
- Hybrid work environment, combining the best of both remote and in-office work
- Opportunities for professional growth and development
- Recognition and rewards for outstanding performance
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