Job Order Detail

Description

Job Description:
We are currently looking for a full time Client and Account Specialist to provide support in the day-to-day operations of an established financial planning practice.

Responsibilities:
- working with team lead you will provide a superior client experience
- prepare new account, financial and non-financial paperwork
- respond to clients via phone, email or in person
- prepare paperwork ahead of appointments and perform any necessary follow-up
- ensure appropriate documentation of all client interactions are maintained in client files
- adhere to all market conduct and compliance rules, regulations and policies
- other duties as assigned
Successful candidate qualities will include:
- post-secondary education is an asset
- 3 to 5 years experience in the financial services industry
- strong collaborative and team abilities
- excellent client support and professionalism
- detail oriented with superior organizational and time management skills
- superior verbal and written communication skills
- knowledge of investment and insurance products
- excellent working knowledge of MS Office suite