Client Service Associate

Stacey Danley at Aplin has partnered with our downtown financial client to recruit a Client Service Associate. As part of a growing wealth management department, this is an ideal opportunity for an individual to grow and develop with one of the best operations teams in the business.

Benefits and Perks:

• Competitive starting salary with room to advance
• Comprehensive benefits
• Matching RRSP plan
• Dynamic workplace culture

Responsibilities:

• Preparation and follow-up on new client account documentation
• Corresponding with clients
• Processing of deposits, withdrawals, and asset transfers
• Fielding calls from advisors
• Account reconciliations and troubleshooting
• Maintenance of client databases and spreadsheets
• Scheduling and confirming meetings, arranging travel, and assisting with events

Qualifications:

• 2 years related work experience with an investment counsel firm/broker, portfolio manager, bank, or other financial institution
• Understanding of investment operations, account types, and transaction processing
• Completion of the CSC or IFIC would be an asset
• Proficiency with technology
• Excellent verbal and written communication skills
• Ability to analyze, investigate, and problem-solve as needed
• Ability to meet deadlines without compromising accuracy and attention to detail

Our client is open to supporting recent university graduates looking to kickstart their careers in finance. We are looking for an ambitious self-starter who is eager to grow their career in the industry. We are also open to tenured administrative professionals with a passion for financial services. This role does not require licensing, though it is always an asset.

Aplin is an award-winning employment agency dedicated to connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and there are no fees to apply for our jobs or to engage with our recruiters in finding a new career. Companies hire us to help them expand and diversify their teams. All applicants must be legally entitled to work in Canada, which includes having the appropriate documentation, such as a work permit.