Client Service Associate

  • Company:
    Klopp Richards
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
    Full-Time
  • Posted:
    24 hours ago
  • Category:
    Customer Service

Client Service Associate
Our client is looking for someone who has a passion for client care, relationship building, and providing the highest standards of administrative service to high-net-worth clients, on a wide range of wealth management and investment strategies.
Responsibilities Include:
Developing authentic relationships with clients, by providing outrageous levels of service and care
Proactively organizing all aspects of the Client Portfolio Manager’s client relationships – F.O.R.M, setting appointments, following up on documentation, participating in marketing and business development initiatives
Assisting clients and Portfolio Managers with their trading and administrative requirements including spreadsheet development and the development and documentation of client financial plans and investment policy statements
Working collaboratively with client accountants during tax time providing tax slips, statements and tax packages, and troubleshooting client and accountant questions
An obsessive passion for client care, relationship
building, and providing the highest standards of administrative service to
high-net-worth clients, on a wide range of wealth management and investment
strategies
Qualifications Include:
The ability, passion, and skills to proactively administer and service 100+ high net worth clients
A proven track record of successfully building relationships with clients
Strong communication skills and the ability to work productively within a team and ownership culture
Proactive self-starter
Very strong knowledge of the investment industry, and the client service component of that; documentation, compliance and trading
Current registration in an IR or RR capacity with IIROC is strongly preferred
We thank you for your interest in this role however only those applicants who are legally eligible to work in Canada can be considered at this time
Please submit your resume in MS Word
to:
Caelly Campbell, Staffing Consultant
ccampbell@klopprichards.com
Direct
: 403.228.1393 Ext. 213
www.klopprichards.com
Klopp Richards & Associates’ mission is to be a single source staffing partner creating value for local businesses and Candidates by developing long term relationships based on open communication, integrity, and trust. We understand that searching for a new opportunity can be a full-time job. At Klopp Richards & Associates, we take a personal interest in your career goals, whether they are short-term or long-term. We value our relationship with you as strongly as with our Clients.