Client Service AssociateAnnex Wealth Management • Toronto, ON, CA

Client Service Associate

Annex Wealth Management • Toronto, ON, CA

Il y a plus de 30 jours

Type de contrat

Temps plein

Description de poste

Turn your energy and attention to detail into a career that makes a difference! Join Our Growing Team at one of the following locations : 1 position opening in Madison, Brookfield (Headquarters), and 1 position opening in Lake Country or Madison! We are a proud seven‑time recipient of the Milwaukee Journal Sentinel’s Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features.

Description

Annex Wealth Management is a privately held, full‑service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day :

Knowledge
Accountability
Integrity
Courage
Respect
Ownership

Does this resonate with you? We’re looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you’re ready to join a culture where these values are the foundation of everything you do, we’d love to hear from you.

What You’ll Do

Communication & Professionalism : Engage in clear, professional communication across emails, internal chats, meetings, and with custodial partners to ensure smooth collaboration and positive client interactions.

Account Record Maintenance : Keep client records up to date and well‑organized, preparing review materials at least 48 hours in advance to support seamless client meetings.

Team Participation & Collaboration : Actively contribute to team projects and task management, collaborating with colleagues and taking initiative to problem‑solve using available resources to meet client needs.

Accuracy & Task Completion : Consistently complete assigned tasks on time with outstanding attention to detail, thorough documentation, and follow‑through—ensuring accurate client records and supporting overall team efficiency.

Resourcefulness & Collaboration : Identify when situations require input from other team members and take initiative to resolve issues using available tools and resources. Maintain a solution‑oriented mindset.

Proactive Communication : Provide timely updates to the Client Service team, addressing concerns and ensuring alignment across projects and client needs.

Client Engagement : Build foundational experience interacting with clients through email, phone calls, and in‑person meetings, contributing to strong and lasting relationships.

Requirements

Education and Certification : High school diploma or equivalent, Bachelor’s degree highly preferred.

Client‑Focused Communication : Excellent communication skills and a client‑first mindset.

Organizational Excellence : Proven ability to manage multiple priorities and deliver timely, accurate results in a fast‑paced setting.

Team‑Based Collaboration : Comfortable working cross‑functionally with internal experts to ensure client needs are met.

Technology Proficiency : Ability to learn and develop proficiency with multiple internal platforms.

Benefits

Medical, dental, and vision insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan : Build your future with our 401(k) plan and employer contribution

Company Events : We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones

Opportunities for professional growth and development

Summer hours

Casual Friday’s!

Equal Employment Opportunity

Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

#J-18808-Ljbffr

Créer une alerte emploi pour cette recherche

Client Service Associate • Toronto, ON, CA

Offres similaires

Client Solutions Associate

Gallagher • Markham

Temps plein

Team! As the Client Solutions Associate, you will provide administrative and technical service support to a team of.The successful candidate will demonstrate the ability to work confidently in a fa...Voir plus

Dernière mise à jour : il y a 8 jours • Offre sponsorisée

Bilingual Client Service Associate

CI Financial Corp. • Toronto, ON, CA

Temps plein

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to gro...Voir plus

Dernière mise à jour : il y a 15 jours

Client Services Associate

Hunter Mercantile • toronto, on, ca

Temps plein

Our client, a long-established wealth management firm with an excellent record of managing the wealth of HNW clients, seeks a professional Clients Service Associate for their growing team.In this r...Voir plus

Dernière mise à jour : il y a 2 jours • Offre sponsorisée

Client Associate

CIBC Wood Gundy • Toronto

Temps plein

This is a full-time, on-site role for a Client Associate located in North York, ON.The Client Associate is responsible for performing daily client services, assisting with financial transactions, s...Voir plus

Dernière mise à jour : il y a 6 heures • Offre sponsorisée • Nouvelle offre

Associate, Financial Services Group

Optimus SBR • Toronto

Temps plein

Continued growth has created exciting opportunities for an.The successful candidate will have the opportunity to collaborate, build and succeed as part of a team of high performing professionals.Yo...Voir plus

Dernière mise à jour : il y a 8 jours • Offre sponsorisée

Private Wealth Associate : Client-Centric, 12-Month Contract

TAL Life LTD • Toronto

Temps plein +1

A financial services firm in Toronto is seeking a Senior Private Wealth Associate for a 12-month contract.The role involves providing personalized service to high-net-worth clients and supporting p...Voir plus

Dernière mise à jour : il y a 8 jours • Offre sponsorisée

Mutual Fund Ops & Client Services Associate

State Street • Toronto

Temps plein

A leading financial services company in Toronto is seeking a candidate with financial service experience to manage daily operations related to client relationships. The ideal candidate must be detai...Voir plus

Dernière mise à jour : il y a 8 jours • Offre sponsorisée

Customer Service Associate

RONA+ • East Gwillimbury, ON, CA

Temps plein

At RONA, our employees let their passion blossom every day.Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities...Voir plus

Dernière mise à jour : il y a 4 jours • Offre sponsorisée

Associate – Business Valuations and Litigation Support

Daum Terpkosh Valuations • richmond hill, on, ca

Temps plein

Done checking boxes in audit? Start changing outcomes.Move from audit to business valuation and litigation support, where every file is different, your judgment matters, and your work impacts real ...Voir plus

Dernière mise à jour : il y a moins d'une heure • Offre sponsorisée • Nouvelle offre

Client Services Associate

proSapient • Toronto

Temps plein +1

Everyday, somewhere in the world, important decisions are made.Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic...Voir plus

Dernière mise à jour : il y a 8 jours • Offre sponsorisée

Associate

National Bank • Richmond Hill, ON, CA

Temps plein

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel...Voir plus

Dernière mise à jour : il y a 4 jours • Offre sponsorisée

Client Associate Partner (Toronto)

Open Partners • Toronto C6A, ON, Canada

Télétravail

Temps plein

The Client Associate Partner is a role working in the Client team - the agency’s front line.They will deliver against our Full Service People promise. Product Activation, Product Effectiveness Anal...Voir plus

Dernière mise à jour : il y a 8 heures • Offre sponsorisée • Nouvelle offre

Client Experience Associate, Investly

Fidelity Canada • Toronto

Temps plein

Current work authorization for Canada is required for all openings.You will be working on a hybrid office schedule as part of Fidelity’s dynamic working arrangement. At Fidelity, we’ve been helping ...Voir plus

Dernière mise à jour : il y a 2 jours • Offre sponsorisée

Associate SAP Consultant — Global Client Impact

IBM • Toronto C6A, ON, Canada

Temps plein

A leading technology consulting firm is seeking an Associate SAP Consultant for its Toronto, Ottawa, or Montreal locations. This is an entry-level full-time role focused on assisting clients with so...Voir plus

Dernière mise à jour : il y a 22 jours • Offre sponsorisée