Client Services Specialist
Salary CAD60,000 - CAD90,000 per year
Consultant Andres Nino
Job Ref KIK6J3
Date posted June 8, 2022toronto operations/analyst 2022-07-06 2022-08-07 financial-services Toronto Ontario CA CAD 60000 90000 90000 YEAR Robert Walters https://www.robert-walters.ca https://www.robert-walters.ca/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
We have recently partnered with a boutique financial services company that specializes in working with wealthy Canadian families and entrepreneurs to design and implement sound estate planning strategies and use life insurance as a tool to do so. Their practice focuses on: tax planning, estate preservation, succession-related issues, and philanthropy. Our client is looking for a Client Services Associate to support the firm's business practices and provide exceptional client service
The successful candidate will be a team player with a positive can-do attitude, be able to multi-task, and thrive in a close-knit family office environment. This person is accountable through the systems and processes that are in place at the company. The position supports and represents the advisors and the firm to clients, internal and external business partners, and the community.
o Handle client service requests and build trusting relationships with relevant stakeholders
o Provide asked policy details to clients, business owners, assignees, accountants, etc.
o Document, record and track correspondence, and required follow up
o Update CRM, ledgers and summaries
o Manage effective follow up strategies and processes to make sure requests are met and handled, while balancing priorities
o Investigate and problem solve as required and respond accordingly on time
o Prepare PowerPoint/Visio client presentations
o Adhere to all market conduct and compliance rules, regulations and policies for all business lines
o Work with integrity and passion to do what is right and interact professionally to obtain the best outcome for Pal clients
o Actively engage in learning and expanding your knowledge, taking ownership of your personal growth and development needs
o Support team initiatives, efforts, strategies, projects as required; i.e. special occasions /events, client appreciation, etc.
Additional skills, background, education, characteristics, and supporting qualities:
o Life insurance background with product knowledge preferred
o Word, Excel, PowerPoint, Visio
o Good communication skills, both verbal, and written
o Positive attitude and professional manner
o Commitment to privacy and confidentiality for clients and the firm’s practices
o Willingness to work in-office 4-5 days a week is preferred
o Aptitude for numbers
If you believe this opportunity is right for you, please email your CV to email@example.com or apply below!
Salary: CAD60,000 - CAD70,000 per year + + Discretionary BonusLocation: Toronto, OntarioDate posted: June 17, 2022We have recently partnered with a global private bank and asset manager that designs and implements customized solutions to help affluent clients build and preserve wealth. Our client is looking for a highly motivated and organized individual to join their Wealth Consultant team as a Client Services Associate.