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Client Services Associate
2 weeks ago
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. Our head office is in downtown Vancouver with over 43 branches across Canada. We currently have a career opportunity for a Bilingual Client Service Associate, Advisor Support (French). This role is a hybrid position based out of our Vancouver office. We are looking for a highly motivated, high performing, results driven candidate who will report to the Manager, Advisor Support. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service. Acting as the subject matter expert on Custodian (NBIN) back-office processes & platforms Acting as the subject matter expert on all day-to-day services for client related inquiries: such as deposits, withdrawals, transfers, internal Harbourfront systems and provide demos as required Pivoting between multiple priorities and urgent tasks Liaising with internal teams and/or external vendors, as necessary, to complete all service inquiries Identify and assessing patterns within the Advisor Support department Conducting training for advisory teams Keeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels Participating in team meetings to address ongoing processing issues and make improvements Seeking advisory branch feedback to help improve services Assisting special projects and other internal departments, as necessary, to help maintain adequate servicing across the firm Fluency in both English and French is required for this role ~ Previous knowledge of National
