Client Service Associate

Full-time, Permanent

$50-70k

1 week ago in Administrative and Office Support

Job Description:

Our client, a wealth management firm with a Mississauga branch requires a Client Service Associate to join their team. You will be working solely with one practice and interacting directly with the owner, providing front line client interaction and service, as well as advisor support in the areas of financial administration and business growth.

Responsibilities:

  • Provide office managerial support to ensure a process driven practice resulting in an efficient and effective operation;
  • Advise and assist with the preparation and coordination of presentations, proposals and other growth initiatives;
  • Prepare materials and financial reports for client meetings;
  • Complete all meeting follow-up activities;
  • Schedule and confirm all client appointments;
  • Handle client account administration, including client queries and requests;
  • Responsible for account transactions, documentation and order entry;
  • Responsible for ensuring all databases are updated and maintained;
  • Research information to prepare special reports as required;
  • General office administrative duties as assigned.

Qualifications:

  • Minimum of 3 years related experience in an administrative role;
  • Financial Services or Accounting background.
  • Post-Secondary education or equivalent combination of education and experience;
  • Completion of IFIC or CSC course would be an asset
    Demonstrated strong interpersonal and written communications skills;
  • Good working knowledge of Microsoft Windows (Excel, Word and PowerPoint);
  • Strong administrative skills, accuracy and attention to detail;
  • Strong math, analytical and problem-solving abilities;
  • Strong planning, time management, organizational skills, and the ability to prioritize effectively;
  • Demonstrated excellence in client service.
    Demonstrated strong interpersonal and written communications skills;
  • Good working knowledge of Microsoft Windows (Excel, Word and PowerPoint);
  • Strong administrative skills, accuracy and attention to detail;

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: Beth; b.title@tdspersonnel.com

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

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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