Deliver high-level client service in the Pointe-Claire office through relationship management, account inquiries, and precise follow-up for Investment Advisors.
As an Assistant, you will foster client relationships while supporting Investment Advisors and the team's administrative functions. The work includes answering requests, resolving account inquiries, gathering account-opening documents, and following trades through settlement and delivery. English and French proficiency is required for regular interactions beyond Quebec.
Key Responsibilities:
- Foster and support client relationships
- Respond to client requests for information
- Investigate and resolve account-related inquiries
- Collect documentation for account opening and file updates
- Follow up on client trades through settlement and delivery
Requirements:
- Superior client relationship management skills
- Professional and friendly manner
- Excellent verbal and written English communication
- Strong organization, multitasking, and follow-up abilities
- Experience with CRM systems such as Maximizer
Use relationship management, account-service, and follow-up skills to strengthen client support for Investment Advisors in Pointe-Claire.
Client Service Assistant Financial Services in Pointe-Claire employer: Richardson Wealth Ltd
Richardson Wealth is an exceptional employer that prioritizes a collaborative and innovative work culture, making it an ideal place for professionals in the wealth management sector. With a strong focus on employee growth opportunities, comprehensive health benefits, and a performance-based incentive plan, employees are empowered to thrive in their roles while contributing to a modern digital investment experience. Located in Canada, the company fosters a supportive environment where strategic thinkers can influence change and drive impactful results across diverse teams.
