Client Service Assistant Financial Services

16 hours ago

pointe claire, montreal (administrative region), Canada Richardson Wealth Ltd Full-time $55,000

Deliver high-level client service in the Pointe-Claire office through relationship management, account inquiries, and precise follow-up for Investment Advisors.

As an Assistant, you will foster client relationships while supporting Investment Advisors and the team’s administrative functions. The work includes answering requests, resolving account inquiries, gathering account-opening documents, and following trades through settlement and delivery. English and French proficiency is required for regular interactions beyond Quebec.

Key Responsibilities:

  • Foster and support client relationships
  • Respond to client requests for information
  • Investigate and resolve account-related inquiries
  • Collect documentation for account opening and file updates
  • Follow up on client trades through settlement and delivery

Requirements:

  • Superior client relationship management skills
  • Professional and friendly manner
  • Excellent verbal and written English communication
  • Strong organization, multitasking, and follow-up abilities
  • Experience with CRM systems such as Maximizer

Use relationship management, account-service, and follow-up skills to strengthen client support for Investment Advisors in Pointe-Claire.

#J-18808-Ljbffr