Client Service Associate

Job Description:

Our client within wealth management requires a Client Service Associate to join their team.

Responsibilities:

• Build and maintain strong relationships with clients through regular communication, responsiveness, and proactive support.
• Address client inquiries, concerns, and service requests in a timely and professional manner.
• Act as a resource person for clients (i.e. generating specialized reports, questions about specific products, etc.)
• Processing unsolicited trades and providing quotes.
• Submitting new issue tickets and completing subscription forms.
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Account processing (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).
• Assisting in preparing advisors for client meetings, including preparation of account opening documentation, , etc.
• Committed to rigorous follow up relating to all client transactions to ensure proper processing and minimization of errors.

Qualifications:

• CSC (licensed with CPH preferred)
• 2-3 years of experience within a similar role

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.