Client Services Representative

Educators Financial Group; Toronto; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health Benefits Plan

Hybrid work environment

3 weeks paid vacation

Employee Choice days

Defined benefit pension plan

Professional development support

Job summary

Educators Financial Group seeks a proactive Client Services Representative to support our CAST and client base. You will engage with clients, resolve inquiries, and identify sales opportunities while coordinating with Certified Financial Planner professionals.

Reporting to the Manager, Sales Support, you will handle administrative tasks, document processing, and contribute to a collaborative, growth-oriented workplace with hybrid work options near our Head Office.

Qualifications

• At least 2 years of client services experience in financial services or a sales environment.
• Completion or working towards CSC or IFC certification.
• Post-secondary education in financial services or related discipline.
• Excellent organizational and time management skills; ability to multitask.

Responsibilities

• Initiating contact to engage proactively with clients/prospects to expand relationships.
• Taking inbound calls and assisting clients with financial solutions and resolving concerns.
• Build positive rapport and maintain client relationships independently and with the team.
• Provide administrative support to CFP professionals and Senior Financial Advisors, prep files, schedule appointments, and document meetings.
• Prepare and submit documentation of financial/non-financial transactions, ensuring timely processing.
• Process trades inbox and client instructions while adhering to compliance controls.

Skills

Client services

Communication

Multitasking

Teamwork

Education

Post-secondary education in financial services or related discipline

CSC or IFC certification in progress

Job description

Who We Are

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the trusted life-long financial services partner of choice who helps members of the education community and their families enjoy life to the fullest.

What We Offer

We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Compensation and benefits packages include:

• Annual salary (hiring range): $50,000 - $55,000 (subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP)bonus.
• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
• Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employeeswith a predictable lifetime retirement income, survivor benefits, early retirement options.
• Hybrid work environment for those who live within 50km of our Head Office. Remote arrangements can be made for those living farther away, with some exceptions.
• 3 weeks of paid vacation and other leave entitlements.
• 2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.
• Learning and development support to aid professional growth.
• Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
• Employee-led committees to boost engagement, initiative and idea sharing.
• A Community Care program to make a difference in the lives of people in need.
• Team building activities and optional social events.

About the Role

We’re seeking a proactive and passionate Client Services Representative to provide administrative support to our Client Advisory Services Team (CAST) and our clients. The position will report to the Manager, Sales Support Team.

Through listening, problem solving and offering solutions, this role will be critical in helping to build, enhance and protect client relationships. You will also proactively identify sales opportunities, including cross-selling to other divisions within Educators Financial Group.

This posting is to fill an existing vacancy.

Key Responsibilities

• Initiating contact to engage proactively with clients/prospects through various communication channels, to begin or expand on existing relationships using existing contact programs.
• Taking inbound calls with a focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with financial solutions, and resolving client concerns at first point of contact.
• Building a positive rapport and maintaining client relationships while working independently and as part of the team.
• Providing centralized administrative support to Certified Financial Planner professionals and/or Senior Financial Advisors including but not limited to, preparing files prior to submitting to the compliance department, scheduling and confirming appointments, and compiling client meeting documentation.
• Preparing and submitting documentation of financial/non-financial transactions, ensuring accurate completion and timely processing.
• Processing trades inbox and incoming client instructions while managing risks by adhering to compliance routines, processes, and controls to protect client.

Qualifications

• Minimum 2 years of client services experience, ideally in a financial services or sales environment.
• Completion or working towards completing the CSC or IFC certification.
• Post-secondary education in financial services or a related discipline.
• Experience working both independently and in a team environment.
• Flexibility to work various shifts to meet clients’ needs within business operating hours.
• Excellent organizational and time management skills, ability to multitask and meet deadlines.
• Strong communication skills (both written and verbal).
• Knowledge of French is an asset.

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at [e-mail] to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:

Interview with our Human Resources Team (up to 45 minutes)

Interview with our Hiring Team (1 hour)

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.