Client Service Specialist

David Aplin Recruiting; Regina; On-site; CAD 40,000 - 55,000; Full time

Job summary

Join a high-performing Wealth Management team as a Client Service Specialist. You'll ensure smooth operations and provide clients with exceptional service. This role offers opportunities for growth in the wealth management industry and a chance to make a meaningful impact on clients' financial success.

Qualifications

• Financial industry experience is an asset, but not required.
• Exceptional oral and written communication skills.

Responsibilities

• Serve as the first point of contact for client inquiries.
• Proactively investigate and resolve client issues.
• Prepare, process, and confirm daily transactions.

Skills

Communication

Organizational Skills

Problem-Solving

Team Player

Client Focus

Adaptability

Education

IFIC designation

Tools

MS Windows-based applications

Job description

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Join a small but highly successful and driven Wealth Management team dedicated to delivering exceptional service. Our client is looking for a motivated and detail-oriented Client Service Specialist to play a vital role in ensuring operations run smoothly and their clients receive the best possible experience.

Why Join?

• Be part of a dedicated and high-performing team.
• Gain exposure to the wealth management industry with opportunities for growth and development.
• Make a meaningful impact by contributing to our clients’ financial success and satisfaction.
• Make great money, and be exposed to a growing company and a very high-functioning team!

Responsibilities:

• Serve as the first point of contact for client inquiries, addressing concerns with professionalism and ensuring high client satisfaction.
• Proactively investigate and resolve client issues, document inquiries, and advise the Advisory Team as needed.
• Accurately execute transactions and ensure their timely completion.
• Prepare, process, and confirm daily transactions, ensuring all details are complete and accurate.
• Assist clients with onboarding processes, including setting up Online Access and DocuSign.
• Maintain and update client files with instructions, documents, meeting notes, and other relevant information.
• Generate reports and prepare investment summaries and presentations as required by the Consultants.
• Draft, compose, and edit correspondence and communications on behalf of the Consultants.
• Liaise with technical support teams to address system or software issues on behalf of Consultants.
• Monitor and update social media accounts and assist with digital engagement strategies.
• Support client financial plan updates by managing data input and related documentation.

Qualifications:

• Experience: Financial industry experience is an asset, but not required. A candidate with their IFIC designation is preferred.
• Technical Proficiency: Strong skills in MS Windows-based applications and the ability to quickly learn new financial and administrative software tools.
• Communication: Exceptional oral and written communication skills, with a professional and client-focused demeanor. The successful candidate will communicate with CPA Sask., the CRA, and other financial governing bodies.
• Organizational Skills: Ability to prioritize and multitask in a fast-paced environment, with strong attention to detail and accuracy.
• Problem-Solving: Effective decision-making abilities and a proactive approach to identifying and resolving issues, including complex work around taxes and financial planning.
• Team Player: Collaborative mindset, with a commitment to achieving team goals while maintaining the ability to work independently.
• Client Focus: Dedication to delivering excellent service to clients and team members alike.
• Adaptability: Comfortable with shifting priorities and changing work patterns when business needs evolve.
• Interpersonal Skills: Well-developed interpersonal abilities and a high degree of professionalism.

If you are a driven professional with a passion for delivering exceptional client service, we’d love to hear from you!

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. All applicants must be legally entitled to work in Canada, including holding any necessary work permits.

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