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Client Services Associate

2 weeks ago

Oakville, Canada Assante Capital Management Ltd Full time

**Job Summary**

Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. We're looking to add a vibrant, enthusiastic and capable client service associate to our team to provide support to a senior wealth advisor and carry out various administrative tasks. This is an entry-level position with the opportunity for future growth and development.

Environment
- Modern open concept, team-based branch
- Fast paced and high energy work day
- Sociable and productive practice
- Small Team based practice

**Responsibilities and Duties**

**Responsibilities**:

- Provide a proactive response to the service needs of clients
- Schedule regular client appointments and assist with meeting prep
- Assist in meeting follow up
- Maintain client records and documents
- Assist in developing and executing marketing plans
- Update marketing materials as required
- Assist in the coordination and execution of client events
- Respond to telephone, in person or electronic inquiries
- Respond to telephone, in person or electronic inquiries
- Send and receive messages and documents
- Sort, process and verify forms and documents

**Skills**:

- Strong Computer skill including MS Office, Word, Excel, and Powerpoint
- Exceptional customer service and communication skills
- Extremely organized with a high attention to detail
- Demonstrates accountability and ownership
- Ability to work independently as well as in a team
- Ability to manage change effectively
- Reception duties

**Qualifications and Skills**
- Post Secondary Education

**Job Types**: Full-time, Permanent

**Salary**: From $45,000.00 per year

**Benefits**:

- Extended health care
- RRSP match

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Oakville, ON: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Customer service: 1 year (preferred)