PIA Client Service Associate - Remote

Overview

The PIA Client Service Associate role involves providing specialized administrative support to Investment Advisors while ensuring a high level of client service and maintaining compliance with regulations.

In Short

• Provide dedicated administrative support to Investment Advisors.
• Prepare documentation and reports for client meetings.
• Communicate with clients and identify referral opportunities.
• Maintain marketing materials and adhere to compliance requirements.
• Deliver exceptional client service at every interaction.
• Participate in team performance improvement initiatives.
• Familiarize yourself with risk management policies.
• Engage in continuous learning and development.
• Collaborate effectively with colleagues and clients.
• Adhere to organizational policies and procedures.

Requirements

• Undergraduate degree or community college diploma preferred.
• Willingness to complete Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).
• Strong communication skills.
• Able to build relationships and work collaboratively.
• Ability to maintain confidentiality and work independently.
• Attention to detail and exacting standards.
• Customer-focused mindset.
• Proficient in administrative tasks.
• Understanding of financial services and wealth management.
• Commitment to continuous improvement and learning.

Benefits

• Competitive salary and commission opportunities.
• Comprehensive health and well-being benefits.
• Career development and mentorship programs.
• Paid time off and banking benefits.
• Reward and recognition programs.
• Supportive work environment.
• Access to an online learning platform.
• Commitment to diversity and inclusion.
• Opportunities for growth within the organization.
• Regular performance and development conversations.