Licensed Associate
Found in: Talent CA C2 - 2 weeks ago
You will be part of a Client Service team who have each other's backs, are capable and generous, who work hard and are rewarded well. This is a fully discretionary business with clients who have very high service expectations. This team strives and thrives
Clients are at the heart of everything they do. We're helping them find someone with passion, focus and a deep understanding and appreciation for the trust clients place in the Investment team.
Responsibilities:
This role is responsible for ensuring exceptional client service delivery, the management of clients' data and all client account administration.
- Support the PMs and other team members in administrative, client service and business development activities
- Process all client account documentation in a timely and accurate way.
- Monitor daily activity in client accounts and handle various administrative details as required
- Responsible for keeping data current in the client relationship management / portfolio management system, including producing various documents and reports for clients and PMs
- Schedule appointments, meeting preparation and follow-up
- Assist in the client annual review preparation and process
- Other ad hoc reporting and requests from clients and team members on an as needed basis.
Requirements:
- Licensed under IIROC currently with an IIROC member Firm, with intention to be the very best at what you do and build a career in the Investment Industry
Further Industry accreditation is supported and encouraged.
- Bachelor's Degree in a business related field
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