Job Title

The Client: Our client, a long-established portfolio management firm with an excellent record of managing the wealth of HNW clients, seeks a professional Clients Service Associate for their growing team. In this onsite role, you will be responsible for providing optimum administrative and client support to the portfolio management team. This is an excellent opportunity for someone who has the desire and commitment to grow their career in the wealth management business.Here is what the Client Service Associate opportunity offers you:A place to work where you are not just a number but an integral part of a great investment team and where your ideas count.The opportunity to work with a fun team in a low stress, caring and collaborative environment.High personal satisfaction in offering an investment service that is beneficial for the financial wellness of clients and their familiesDuties: As the Client Service Associate, you will be responsible for:Providing a high-level of administrative and client support to the Portfolio Management teamMaintain accurate and up-to-date client information in our CRM systemOnboarding new clients and updating KYCsPreparing client files for meetings and follow up on post meeting tasksDatabase management, booking client appointmentsPreparing professional correspondence, presentations, reports, documents, and filesCalendar management and scheduling meetingsBuild relationships with clientele that instills client confidence and a positive customer experienceEnsure smooth, compliant, and consistent operation of the practiceQualifications: As the ideal candidate you posses:A minimum of 2-3 years Client Service or Administrative experience with a financial services firmFamiliarity with registered and non-registered accounts (RRSPs, TFSAs, RRIFs, corporate and personal investment accounts)Proficient in Microsoft Office (Word, Excel, Outlook)Excellent administrative and client service skills and enjoy engaging clientsCompletion of or willingness to obtain the Canadian Securities Course (CSC)Excellent communication and interpersonal skills.Ability to work independently and effectively with other team members and clients.Interested and qualified parties are invited to contact:David J. CorsiniPrincipalHunter Mercantile1-877-797-1446david@huntermercantile.comwww.huntermercantile.comHunter Mercantile is an executive search firm recognized throughout North America as a boutique for placement for wealth management.