Client Service Associate

Full-time, Permanent

$70-75k

6 days ago in Banking and Asset Management

Job Description:

Our client, an asset management firm downtown requires a Client Service Associate to join their team. The ideal candidate has worked with clients is self-motivated detailed oriented and are ready to make a difference.

Responsibilities:

  • Provide detail on boarding requirements and assist new and existing clients with any questions regarding the documentation/onboarding process
  • Obtain and compile client information on the documents
  • Ensure all documentation is complete, signed and received prior to deadlines
  • Monitor the incoming and outgoing of funds.
  • Map and grant access to new and existing relationships on the portal
  • Ensure clients receive superior service. Establish strong relationships with new clients and deepen relationships with the existing clients
  • Assist with general client inquiries, including historical tax slip requests, upload and organize, NAV statement requests, retail inquiries and requests
  • Collaborate with the client operations, compliance and finance teams. Leverage feedback for continuous improvement to the onboarding process.
  • Ad hoc requests
  • Project work as required

Qualifications:

  • At least two of industry experience
  • Undergraduate degree in finance or related field
  • Superior communication and interpersonal skills
  • High attention to detail
  • Ability to work independently and manage multiple priorities
  • Microsoft Office skills
  • Must have own PC

 

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Leah; l.steinberg@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

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TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.

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