Job Description
Support Investment Advisors as a Client Service Associate. Handle administrative tasks, client engagement, and contribute to a premier client service environment.
This role emphasizes collaboration and thorough communication as you assist advisors and engage with clients. You’ll prepare essential documents, generate reports, and facilitate lead management. Delivering a 'gold standard' client experience is paramount in your day-to-day tasks.
Key Responsibilities:
• Prepare client meeting documentation and updates
• Produce account analysis reports for IAs
• Manage leads and ensure proper referral processes
• Submit marketing materials for compliance checking
• Respond to client inquiries across multiple platforms
Requirements:
• Community college diploma or undergraduate degree preferred
• 1–2 years relevant experience in the field
• CIRO licensing as an Investment Representative required
• Effective communication and relationship-building skills
•...
This role emphasizes collaboration and thorough communication as you assist advisors and engage with clients. You’ll prepare essential documents, generate reports, and facilitate lead management. Delivering a 'gold standard' client experience is paramount in your day-to-day tasks.
Key Responsibilities:
• Prepare client meeting documentation and updates
• Produce account analysis reports for IAs
• Manage leads and ensure proper referral processes
• Submit marketing materials for compliance checking
• Respond to client inquiries across multiple platforms
Requirements:
• Community college diploma or undergraduate degree preferred
• 1–2 years relevant experience in the field
• CIRO licensing as an Investment Representative required
• Effective communication and relationship-building skills
•...