Client Service Associate

6 days ago

Kentville, Canada Evangeline Wealth Management Full time

**Overview**

**Key Responsibilities**

Client and Advisor Support
- Schedule and confirm client appointments for Financial Advisors
- Prepare client files and meeting materials
- Process and track client documentation, ensuring all forms are accurately completed and submitted as per compliance guidelines and standards.
- Oversee advisor expense reports

Administrative and Operational Duties
- Manage and maintain electronic and physical client records in compliance with regulatory standards
- Oversee office inventory, ordering supplies as needed
- Digitizing client files
- Coordinate Client Events
- Liaison to the Operations Manager

Compliance and Documentation
- Work independently on compliance inquiries
- Proactively audit client files for accuracy and completeness

**Required Qualifications**

Education and Experience
- High school diploma or equivalent; a Bachelor's degree or diploma in business, finance, or a related field is an asset.
- 2+ years of Customer Service Experience preferred
- Experience in the Financial industry preferred

Skills and Competencies
- Exceptional organizational and time-management skills
- Proficiency in Google Workspace (Calendar, Docs, Sheets, Meet, Chat, etc)
- Proficiency in Microsoft 365
- High degree of attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team in a rapidly growing practice

**Compensation and Benefits**
- **Salary**: Competitive, based on experience
- **Benefits**: Comprehensive benefits package including health, dental, and vision insurance. RRSP contribution
- **Location**: This position is based at our office in Kentville: 35 Webster Street

**Application Process**

Submissions to be sent to:
Kayla Morse
Operations Manager
Evangeline Wealth Management

Pay: From $40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- Paid time off
- Vision care

Ability to commute/relocate:

- Kentville, NS B4N 1H4: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 1 year (required)

Licence/Certification:

- Drivers License (required)

Work Location: In person

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