About the job

You are a dynamic Client Service Associate who thrives in a professional, results driven and fast paced sales environment. Your successful track record in being adept in Operations is what sets you apart as the right candidate for this key role. You are looking to put down roots and become part of an exciting and dynamic team. Got what it takes?

Job Description

My client is a full service, locally owned and operated boutique financial services firm in the GTA. Team members are valued for the quality and accuracy of the work they deliver. This firm has a high standard of professionalism and strong work values. They are a growing organization who has achieved success through building a team of highly skilled individuals. Your strong critical thinking skills, initiative and ability to work in a fast moving, highly energetic team will make you the right candidate for this team. A proven track record of being a confidential team player, who thrives working independently while being a key player within a diverse team will be the right talent for this team.

The role is Regular Full Time, in office.

Key areas of focus:

Client Management and Administration

o Book appointments for Advisorso Calendar management for Advisors o Track client opportunities and manage data base updateso Correspond with Corporate Head Office(s) and with clients o First point of contact for clients with updates and changes to personal information. o Back up to other roles as requiredo Taking initiative to recommend improvements to processes

Key qualifications and Competencies

· Strong written and verbal communication skills · Highly developed critical thinking skills· Proficient in using Microsoft Suite of products · Aptitude for learning independently· Strong collaborator· Demonstrated initiative and ability to anticipate client needs· Ability to manage and prioritize a high volume of work with accuracy· Experience in the Financial Services Industry would be an asset· LLQP Licensed or working toward

Responsibilities