Client Service Associate


Client Service Associate: Financial Services Industry

Excellent opportunity within the financial services industry. Seeking a highly organized and motivated individual who is interested in a long-term opportunity to help shape a leading Wealth Management practice located in Fort St John. Individual must be detail and service-oriented and have experience with workflow and processes within the wealth management industry.

Your responsibilities will include, but not be limited to:

• Receiving client inquiries on behalf of the Advisor and determining appropriate course of action.
• Proactively resolving client issues, concerns and request
• Processing new business including completing and submitting applications
• Assisting in the preparation of a prospect or client file prior to meetings
• Tracking open items and bringing them to completion
• Maintaining updated client files and database
• Keeping track of client life events and changes

The appropriate candidate will possess the following qualifications:

• Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience
• MFDA/AMF or RR IIROC license and Insurance preferred – training available
• Past experience in a role requiring new business processing, ideally within the financial services industry
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
• Strong verbal and written communication skills
• Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face-to-face
• Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions
• Knowledge of social media as an asset

In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he or she has demonstrated each:

• Self-starter who takes initiative and can work independently
• Active listener
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
• Enthusiastic
• Flexible and willing to adapt and evolve

This role is perfect for someone who has experience in financial services in an administrative or client service capacity and is looking to work in an environment where they can leverage and hone multiple skills. This person will have the potential to grow as a member of the team for many years to come. As the role is mastered, there may be opportunities to take on greater leadership within the team or have greater client interaction.
Please submit cover letter for why you believe you would be right for this role.

Applications via email only to:

Posted City: Fort St. John
Posted: 01/12/2021
Expires: 02/09/2021
Ad ID: 691803
Ad View: 145

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Posted by: Pam K.
Registered City: Fort St. John, BC
Member Since: 2007
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