Client Services Associate

We 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.

The Client Services Associate functions as part of a team that administers, supports, and coordinates the activities related to serving existing clients. The successful candidate must be detail-oriented, with superior analytical skills and a passion for administration. They should possess strong communications skills and have a solid experience working providing superior client service.

Key Responsibilities:

• Ensure timely resolution to all client requests and inquiries
• Manage on-boarding of client accounts
• Create and maintain client records on all systems and ensure accuracy of client information o Document maintenance on shared drives
• Manage W-8/W9/CRS/NR form filing with custodians
• Assist in preparing and distributing client reports
• Assist in annual registered tax reporting preparation and filing o RRSP contribution slips
• Manage asset transfers in/out
• Prepare transfer forms - one-off or for inclusion in account opening packages o Initiate and Track transfers in and out
• Coordinate client cash management request

Key competencies Required for this Position:

• Minimum of 3-5 years’ experience as Client Service Administrator or Operations Administrator (or similar) in the financial service industry.
• Experience in regulatory tax and wires and/or back-office custody operations preferred
• Proficient in MS Office Suite
• Comfort interacting with High Net Worth Clients;
• Experience working with a CRM system (Salesforce is preferred)

if you have a strong passion for Client Services and believe this opportunity is right for you, kindly apply below or email Andres Nino directly at andres.nino@robertwalters.com with your CV and Cover letter to be considered for this great opportunity.