Provide excellent administrative support as a Client Service Associate. Enhance client service experiences for Financial Consultants and Portfolio Managers while ensuring smooth operations and compliance.Your role involves identifying client needs and delivering timely, effective responses while adhering to industry regulations. You will support financial professionals through effective communication, diligent follow-up systems, and by preparing necessary documentation for meetings. Participation in special projects and resolving client concerns will also be essential responsibilities.Key Responsibilities:• Provide comprehensive support for client inquiries and services• Prepare and process client-related documentation and transactions• Organize and facilitate client meetings efficiently• Liaise with external parties for documentation needs• Maintain rigorous follow-up on inquiries and compliance tasksRequirements:• College diploma or university degree in business/commercial fields• Knowledge of the financial services industry is essential• CIRO Investment Representative approval required• Competent in Microsoft Office Suite• Strong attention to detail and urgency in task executionMake a significant impact in supporting financial professionals and enhancing client experiences through dedicated service and operational support.#J-18808-Ljbffr
Financial Client Service Associate
SCOTIA WEALTH MANAGEMENT
hamilton, hamilton
Published 22 days ago
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