Service Management Specialist

Harbourfront Wealth Management; Vancouver; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Harbourfront Wealth Management is seeking a highly motivated Client Service Associate to join their Vancouver team. This role focuses on providing exceptional support to advisors and clients, handling inquiries, and conducting training. Candidates should possess solid administrative and back-office experience, particularly in CIRO environments, along with a commitment to excellence in customer service.

Qualifications

• 3-5 years of administrative experience in a CIRO firm.
• Thorough knowledge of securities and CIRO operational processes.
• Experience with back-office processes of National Bank Independent Network preferred.

Responsibilities

• Act as a subject matter expert on client inquiries and back-office processes.
• Conduct training for advisory teams and support special projects.
• Liaise with internal teams to complete service inquiries.

Skills

Customer Service

Relationship Management

Time Management

Problem Solving

Tools

MS Office

Job description

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing CIRO registered securities dealer with over 10 billion in assets. The firm provides financial services and holistic wealth management solutions for mid to high-net-worth individuals. Our head office is in downtown Vancouver with over 43 branches across Canada. We currently have a career opportunity for a Client Service Associate, Advisor Support on a hybrid working model based out of our Vancouver, BC office. We are looking for a highly motivated, high performing, results driven candidate who will report to the Manager, Advisor Support. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality customer service. Acting as the subject matter expert on Custodian (NBIN) back-office processes & platforms Acting as the subject matter expert on all day-to-day services for client related inquiries : such as deposits, withdrawals, transfers, internal Harbourfront systems and provide demos as required Pivoting between multiple priorities and urgent tasks Liaising with internal teams and / or external vendors, as necessary, to complete all service inquiries Identify and assessing patterns within the Advisor Support department Conducting training for advisory teams Keeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels Seeking advisory branch feedback to help improve services Assisting special projects and other internal departments, as necessary, to help maintain adequate servicing across the firm Previous knowledge of National Bank Independent Network back-office process and various applications ~3-5 years of administrative experience, back-office experience in a CIRO firm environment is strongly preferred ~ Thorough knowledge of securities / CIRO industry operational processes, internal procedures / products, various registered and non-registered account types, documentation requirements on account opening, and systems ~ Proficiency with MS Office applications ~ Diversity and Inclusion Diversity is an important value to us. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.

Create a job alert for this search