We are looking for a *ROCKSTAR* IIROC Licensed Associate (Client Service Associate) to join this flagship Investment Management Firm.
The organization is a recognized success story and continues to bring outstanding performance to their clients. If you love a lot of polish and are a focussed achiever, PLEASE let me tell you more about this role.
Let's set up call to discuss it. You will leverage your IIROC experience to bring you to the highest level of the "street" locally.
You will be part of a Client Service team who have each other's backs, are capable and generous, who work hard and are rewarded well.
This is a fully discretionary business with clients who have very high service expectations. This team strives and thrives!
Clients are at the heart of everything they do. We're helping them find someone with passion, focus and a deep understanding and appreciation for the trust clients place in the Investment team.
Responsibilities :
This role is responsible for ensuring exceptional client service delivery, the management of clients' data and all client account administration.
- Support the PMs and other team members in administrative, client service and business development activities
- Process all client account documentation in a timely and accurate way.
- Monitor daily activity in client accounts and handle various administrative details as required
- Responsible for keeping data current in the client relationship management / portfolio management system, including producing various documents and reports for clients and PMs
- Schedule appointments, meeting preparation and follow-up
- Assist in the client annual review preparation and process
- Other ad hoc reporting and requests from clients and team members on an as needed basis.
Requirements :
- Licensed under IIROC currently with an IIROC member Firm, with intention to be the very best at what you do and build a career in the Investment Industry
- Minimum : Canadian Securities Course and Conduct and Practises Handbook
Further Industry accreditation is supported and encouraged.
Bachelor's Degree in a business related field
A detailed description will be provided from the Firm after we speak.
Baggage Service Associate - Calgary Airport
Baggage Handling System Associates are responsible for removing items that cause jams and will be required to perform physical baggage handling in the event of system failures. Baggage Handling System Associates are responsible for removing items that cause jams and will be required to perform physi...
Associate director, IT service delivery (Global role – in a virtual working environment)
Reporting directly to the Chief Information Officer and Chief Information Security Officer, within the Risk Management, Operations and Projects service line, the role has key relationships to IT Operations, cybersecurity team, Project Management Office (PMO), Managed Service Provider (MSP) and Manag...
Customer Service Associate, Electrical (Rona+ Macleod)
Become a member of our customer service team! Use your skills to guide customers, manage their special orders and ensure an great shopping experience. Your focus on service and ability to keep our store well organized will enable you to access a rewarding job while actively contributing to our succe...
Customer Service Associate
Job Title: Customer Service Associate. At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers, Donors and other Team Members. We are hiring for both Full Time and Part Time Customer Service Associates. We purchase these items directly from our nonpro...
Service Reception Associate- MINI Vancouver
Comprehensive extended health and dental plan tailored around Associate wellness. Coordinating customers with their Service Advisors. Completing Service Loaner Contracts with customers. Coordinating Service Shuttles for customer drop off and pick up. ...
Senior Associate, M&A Transaction Services - Calgary
The Transaction Services team is a collaborative group that creates value for clients undergoing a merger, acquisition or divestiture. We are a group of collaborative, autonomous and amazing people who value client service excellence while having FUN and supporting the career growth of one another. ...
Quality Services Associate (Part-Time : Friday to Sunday)
Communicate with associates the weekly guidelines regarding the critical ingredients and operations notes;. Act as a reference and answer associate’s quality-related questions;. Make sure associates are working efficiently (no overuse of the scale, portion by unit as much as possible etc…);. ...
Senior Associate, M&A Transaction Services - Calgary
The Transaction Services team is a collaborative group that creates value for clients undergoing a merger, acquisition or divestiture. We are a group of collaborative, autonomous and amazing people who value client service excellence while having FUN and supporting the career growth of one another. ...
Business Law Associate, Financial Services
Built on an integrated approach to the practice of law and delivery of innovative client services, the firm brings its legal talent, industry insight and practice experience to help clients achieve the results that are important to them. Business Law Associate, Financial Services. Demonstrated commi...
Service Lot Associate - Jaguar Land Rover Langley
Comprehensive Extended Health and Dental plan; tailored toward Associate wellness. Ensure excellent customer service provided to all guests, and interact professionally. Washing vehicles after service tasks are complete. Transport customers as requested by Sales & Service Managers. ...