Client Service Assistant Financial Services

Deliver high-level client service in the Pointe-Claire office through relationship management, account inquiries, and precise follow-up for Investment Advisors.

As an Assistant, you will foster client relationships while supporting Investment Advisors and the team’s administrative functions. The work includes answering requests, resolving account inquiries, gathering account-opening documents, and following trades through settlement and delivery. English and French proficiency is required for regular interactions beyond Quebec.

Key Responsibilities:

• Foster and support client relationships
• Respond to client requests for information
• Investigate and resolve account-related inquiries
• Collect documentation for account opening and file updates
• Follow up on client trades through settlement and delivery

Requirements:

• Superior client relationship management skills
• Professional and friendly manner
• Excellent verbal and written English communication
• Strong organization, multitasking, and follow-up abilities
• Experience with CRM systems such as Maximizer

Use relationship management, account-service, and follow-up skills to strengthen client support for Investment Advisors in Pointe-Claire.