Client Service Associate (9-Month Contract)
On-site · Toronto, Ontario, Canada or Vancouver, British Columbia, Canada
Job Summary
Client Service Associate for a 9-month contract supporting the Advisory Team and high-net-worth clients. Responsible for providing exceptional service, performing administrative duties, processing client requests, troubleshooting complex issues, coordinating transfers with custodians, maintaining client data in CRM (Salesforce), supporting audit checks and reporting, and identifying workflow improvements. Requires strong communication and relationship management, attention to detail, and the ability to work collaboratively in a client-focused environment; experience with Registered Plan products and Canadian investment securities is preferred.
Required Qualifications
- Minimum 3 years of experience in financial services, including operations or client services
- Experience with custodians, particularly transfers, is an asset
- Knowledge of Registered Plan products, rules and CRA guidelines
- Proficiency with Microsoft Outlook, Excel, and Word; experience with Salesforce
- Strong client service and relationship management skills
- Excellent communication skills in English (written and verbal)
- Undergraduate degree in business, finance, or related field is an asset
- Related financial services certifications (CSC) are considered an asset
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