IA Centralized Client Service Associate - Remote

Overview

The IA Centralized Client Service Associate role involves providing specialized administrative support to Investment Advisors while ensuring a legendary customer experience for high-value clients.

In Short

• Provide dedicated support to Investment Advisors.
• Prepare documentation and reports for client meetings.
• Communicate with clients regarding products and services.
• Ensure compliance with account documentation.
• Deliver exceptional client service through various channels.
• Participate as a team member to improve performance.
• Handle administrative tasks and marketing materials.
• Maintain knowledge of financial products.
• Adhere to policies and procedures.
• Engage in continuous learning and development.

Requirements

• Undergraduate degree or community college diploma preferred.
• Completion of the Canadian Securities Course (CSC).
• Bilingual in French and English is an asset.
• Strong attention to detail and customer service skills.
• Ability to handle multiple tasks effectively.
• Knowledge of compliance requirements.
• Excellent communication skills.
• Team-oriented mindset.
• Willingness to learn and develop skills.
• Proficiency in report creation and analysis.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking benefits.
• Career development opportunities.
• Training and onboarding support.
• Reward and recognition programs.
• Access to mentorship programs.
• Inclusive workplace culture.
• Commitment to diversity and community impact.