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Client Service Associate
2 months ago
Value Partners Investments is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our client service function, you will be responsible for delivering exceptional client experiences and ensuring seamless onboarding processes.
Key Responsibilities- Client Onboarding: Own the end-to-end client onboarding process, ensuring accuracy and efficiency while providing a high-quality client experience.
- Client and Advisor Service: Triage client service requests and account inquiries, ensuring timely and professional communication with clients and advisors.
- Business Process Management: Assist in the development and maintenance of process and procedural documentation, providing recommendations for continuous improvement.
- Education: Undergraduate degree in Commerce, Business Administration, Economics, or related discipline.
- Experience: Two years of related experience in an investment or financial services environment, with knowledge of the Canadian Securities industry.
- Technical Skills: Proficiency in Microsoft Office, with advanced skills in Excel, PowerPoint, and Word.
- Soft Skills: Strong client service orientation, excellent communication and organizational skills, and ability to work in a fast-paced environment.
- Comprehensive health, dental, and vision benefits.
- Health & Wellness Spending Account.
- 4% Matching RRSP allocation.
- Great workplace culture.