Financial Client Service Associate

7 days ago

Toronto, Canada GFI Investment Counsel Ltd. Full time

**Company description**

GFI Investment Counsel Ltd. is a private investment counsel founded in 2007 that provides customized investment management and financial planning services to high-net-worth families, foundations and corporations. GFI is focused on providing superb service and investment performance to our clients. Our office is located at Yonge and St. Clair in Toronto.

**Job description**

Our company is in search of a **Client Service Associate **who can coordinate several internal operations and liaise with clients regarding all questions and concerns. If you are looking to expand your administrative skills in the financial industry and work with a small, dynamic team with an opportunity for advancement, send us your resume.

**Responsibilities**:

- Support the delivery of high-quality client service by ensuring client needs are responded to in a timely, accurate and professional manner
- Provide administrative support to advisors
- Engage with GFI clients to address and/or direct incoming requests
- Prepare, review and file general client files, meetings and reviews
- Ensure overall client satisfaction through various administrative duties and general office functions

Required Skills & Experience:

- Post secondary education
- Administrative or client service experience (in financial services an asset)
- Strong relationship management skills and ability to identify and address client needs
- Extreme attention to detail
- Passion for client service
- Strong communication and organizational skills
- A dependable and adaptable team player with a passion for improving general office practices
- Proficient in Microsoft Office Programs (Word and Excel) and Adobe PDF programs

This is an in office role with potential for hybrid work.

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

Expected hours: 40 per week

Additional pay:

- Bonus pay

Schedule:

- Monday to Friday

Application question(s):

- Do you have experience in financial services?

**Experience**:

- Financial services: 3 years (required)

Work Location: In person

Application deadline: 2024-11-01
Expected start date: 2024-11-04

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