Client Relations Assistant 2 - Union

at  Coastal Community Private Wealth Group

TOGETHER, LET’S DO GREAT THINGS!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Client Relations Assistant, so if you’re passionate about improving people’s financial health and have experience supporting a wealth management team, we’d like to hear from you!

WHAT’S THE ROLE?

As a Client Relations Assistant, under general supervision and within established guidelines, you will be responsible to provide administrative and sales support activities to our team of Consultants and clients in order to develop, build, maintain, attract, and expand relationships. As the Client Relations Assistant you will provide friendly, professional service in an efficient, financially responsible manner. In addition, you must be a self-motivated individual who has the ability to identify and resolve situations independently or with limited guidance and multitask within a high functioning team.

Your duties will include:

• Follow up on security transactions, transfers, periodic plans, and all other transactional paperwork as required.
• Handle and resolve all aspects of client service related issues whether incoming or outgoing including follow up on transactional issues, booking appointments, and other related tasks as required.
• Work with Consultants and Senior Client Relations Assistants to complete complex documentation such as estate documentation with Executors/Beneficiaries/Accountants/Lawyers, Stock Certificates, Swaps, Trust & Estate, etc.
• Meet existing and prospective clients’ needs by actively listening, promoting, and cross-selling all Wealth Management products as well as Coastal Community’s full product and services offerings.
• Pursue business development opportunities by identifying and acting upon leads through sales and marketing campaigns, telemarketing, networking, community and business related endeavours.
• Prepare professional correspondence and reports including meeting preparation documents and input into financial planning software.
• Support a paperless office environment by imaging and storing documents as per processing standards.
• Input and maintain CRM software.
• Once licensed and within departmental guidelines, process security related transactions with written authorization from the Consultant/Manager.
• Actively participate in team meetings.
• Perform reception duties as required.
• Perform related duties as required.

FULL TIME ROLE RANGE (ANNUAL SALARY) - $46,021.44 TO $55,782.48

The wage ranges provided are based on the Union collective agreement.
If this role resonates with your passion and skills, we would love to hear from you.