Job Description
Join us as a Client Service Expert in Markham, Ontario, focused on providing a polished experience for high-net-worth clients. This role underscores professionalism, discretion, and exceptional organizational skills.
As a vital part of the team, you will greet clients, manage the Advisor's schedule, and handle a range of administrative tasks. Your background in financial services administration (1-3 years) will equip you for tasks that require detail-oriented judgment. Effective communication is essential in addressing client inquiries promptly.
Key Responsibilities:
• Welcome clients and oversee reception duties
• Schedule virtual and in-person meetings for the Advisor
• Manage incoming client queries with professionalism
• Handle administrative tasks related to fund transactions
• Prepare client meeting rooms and maintain office supplies
Requirements:
• 1 to 3 years of relevant experience in financial services
• Proficient in CRM software; Dataphile expe...
As a vital part of the team, you will greet clients, manage the Advisor's schedule, and handle a range of administrative tasks. Your background in financial services administration (1-3 years) will equip you for tasks that require detail-oriented judgment. Effective communication is essential in addressing client inquiries promptly.
Key Responsibilities:
• Welcome clients and oversee reception duties
• Schedule virtual and in-person meetings for the Advisor
• Manage incoming client queries with professionalism
• Handle administrative tasks related to fund transactions
• Prepare client meeting rooms and maintain office supplies
Requirements:
• 1 to 3 years of relevant experience in financial services
• Proficient in CRM software; Dataphile expe...
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