Client Service Assistant

2 weeks ago

Halifax, Canada Wealth Creation Made Simple Full time

Client Service Assistant

We are seeking a skilled Client Service Assistant who will be responsible for the day-to-day operations of

RESPONSIBILITIES:
FOSTER EXCELLENT CLIENT RELATIONSHIPS

General reception duties including greeting clients in person and on the telephone in a friendly,

business-like manner

Maintain a good rapport with clients and reinforce the company image in all communications

PROVIDE EXCEPTIONAL CLIENT SERVICE TO CLIENTS

Resolve and respond to client concerns and inquiries in a professional and timely manner

Ensure all requests are processed correctly and quickly

Follow up with prospective clients

ENSURE ACCURATE AND TIMELY PROCESSING OF BUSINESS

This includes but is not limited to:

- Investment account set up, deposit and trade processing
- Policy changes processing
- Act as liaison between Head Office, advisors and clients
- Ensure compliant documentation of all transactions

MANAGE A COMPLIANT AND EFFICIENT OFFICE ADMINISTRATION

Maintain a current understanding of the regulatory landscape

Process mail, prepare client correspondence, manage database systems; maintain a proficient

backroom operation

Maintain a compliant records management process for client and business files

Order supplies

Manage day-to-day office operations as assigned

BUSINESS DEVELOPMENT AND MARKETING

Timely preparation of client reviews, reports and presentations

Assist in the design and implementation of business development strategies, communications,

marketing campaigns and events as needed.

EXECUTIVE ASSISTANT SUPPORT

General administrative support to the advisor as required

CONTINUED DEVELOPMENT AND TRAINING

Participate in ongoing training related to job duties; develop knowledge and skill through sponsored education.

SKILLS AND REQUIREMENTS:
Strong organizational skills

Adaptable to an evolving practice

Attention-to-detail

Excellent communication skills, both oral and written

Customer service centric

Highly motivated

Previous experience in a financial setting considered an asset.

University degree or college diploma in a finance related discipline would also be considered an asset

Guaranteed minimum of 20 hours a week with a potential to lead to full time.

Salary to commensurate with skills and experience. Please send a cover letter outlining your experience

and resume. Only those selected will be contacted for an

interview.

**Job Type**: Part-time
Part-time hours: 20 per week

**Salary**: $13.35-$16.00 per hour

Schedule:

- Day shift

COVID-19 considerations:
Proof of Vaccination required due to the demographic of clientele

Ability to commute/relocate:

- Halifax, NS B3M0A5: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Customer service: 5 years (preferred)

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