An independent investment counseling firm managing pension funds, endowments, trusts, governments, foundations and individuals from across Canada is seeking a Client Services Associate to join their team. The ideal candidate who has an entrepreneurial spirit, a great attitude and a conscientious approach.
Who you are!
The ideal candidate has experience in the banking industry and would be responsible for providing client service, administration, marketing and sales support to Portfolio Managers
Where is it based?
Downtown Vancouver
The Role
Key Responsibilities include:
To be the first point of contact for Portfolio Managers.
To assess client requests and questions and direct to the appropriate person to resolve.
To communicate with clients and assist them in resolving any non-investment related issues
To prepare client documentation.
To process and follow up with client transfers
To communicate and work with Portfolio Managers and Associates to resolve any critical issues.
To act as back up to receptionist
Initial point of contact and ongoing communication with the company
Working with Registered Plans such as RRSP’s, RRIF’s, LIF’s, TFSA’s and TFSP’s
Any other duties as required
Communication:
Internal
Report to Director of Client Service
Respond to requests from Client Service Associates and Portfolio Managers
Work with Fund Accounting, Investment Operations and Information Technology Departments to research and resolve issues
External
Liaise with various departments in Investor Services to resolve issues as they arise
Liaise with external custodians to resolve issues as they arise
Respond to accountants, lawyers, and other relevant parties to research and resolve issues
Qualifications and competencies:
Investment industry/banking experience required
University degree or equivalent
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Completion of the Canadian Securities Course or other related industry courses would be a definite asset
Knowledge of registered plans such as RRSP’s, RRIF’s, LIF’s, TFSA’s and TFSP’s
Ability to thrive in a fast paced, high-demand environment
Good knowledge of Excel and experience working with spreadsheets is required
Good knowledge of PowerPoint and experience creating and editing presentations is required
Superior attention to detail and willingness to take ownership of tasks with minimal supervision is required
Excellent problem solving skills is required
Excellent written and verbal communication skills are critical for this position
CSC, Canadian Securities Course, and Accounting or bookkeeping background is a definite asset.
Timeline for this role
Expert Recruiters are short-listing candidates currently for client interviews beginning immediately once all due diligence has been completed. The goal is to have the successful candidate to start immediately.
What’s in it for you?
You will be part of a team and that you are proud to say you work for, competitive base salary and benefits commensurate with the experience of each candidate.
Is this you?
Please send resume to jobs@expertrecruiters.com and call 604-689-3600 with questions. If you have already met a member of our team and are interested in this role, please call or email us asap.
