Client Service Associate - Hybrid

at  Cowan Insurance Group

The Client Service Associate will report directly to the Operations Manager. Your primary purpose is to work closely with Investment Advisors in the development and management of their client relationships, both existing and prospective clients. You will play a hands in role supporting Advisors by performing all of the administrative and operational tasks involved in the management of clients’ investment portfolios.

WHO WE ARE:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.
Recognized as one of Canada’s Most Admired Cultures and a Canada’s Best Managed Companies Platinum Club Member, Cowan Insurance Group’s award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

• Client meeting preparation: preparing applicable checklists/paperwork/onboarding documents, client reminders (including meeting materials).
• Support account opening and transactions as directed by the advisors
• Carry out instructions such as deposits, withdrawals, transfers for all investment accounts and ensure thorough follow-up
• Support Investment Advisors in providing superior customer service and be available to answer client questions in person, on the phone, or by email.
• Support the scheduling of client meetings, both responsive and proactive.
• Support Investment Advisors in their Sales & Marketing Plans and Business Development efforts.
• Generate portfolio management reports – ie householding