This position is centered on meeting the day-to-day financial needs for a portfolio of high-net-worth individuals and professional athletes.
Primary functions include coordinating banking and cash flow activity, processing administrative tasks with the firm’s custodial providers and health insurance benefit submission and reconciliation.
As a Client Service Specialist, you will also contribute to the team’s preparation of comprehensive financial planning models.
You will assist in managing the efforts of third-party professionals such as accountants, legal professionals, insurance providers, and banking associates.
- This position also requires the candidate to provide additional executive assistant / office manager support.
- The role requires acute attention to detail , excellent time management , exemplary verbal and written skills and a penchant for problem solving .
Relationship building skills are essential, as there will be frequent contact with the firm’s customers and suppliers. The ability to work in an independent environment are critical aspects.
The candidate should aspire to achieve the Certified Financial Planner designation. Candidates should possess an undergraduate degree.
Completion of the Canadian Securities Course is also an asset. Proficiency with Quicken, Word and Excel. WealthBox, NetRep, Dataphile, NetX360 are advantageous.
Key Accountabilities Include :
- Ensure customer satisfaction by meeting customer needs in courteous and timely manner.
- Written communication to clients and third-party professionals.
- Serve as liaison between the wealth management team, portfolio managers and customers to improve customer service and business productivity.
- Provide excellent customer service through phone, e-mail, text, etc. in timely and accurate manner.
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