Do you thrive in a fast-paced environment where you can leverage your financial acumen to provide exceptional client service?
We are seeking a highly motivated and detail-oriented Investment Associate to join our team. In this role, you will play a key role in supporting our client relationships and driving operational efficiency. You will be responsible for a variety of tasks, including account administration, project management, and marketing initiatives.
What you'll be doing:
- Manage client accounts, ensuring accurate and up-to-date KYC (Know Your Customer) information and account documentation.
- Prepare client meeting materials, participate in meetings, and document any required account changes.
- Act as a client service liaison, responding to inquiries and escalating issues as needed.
- Maintain and utilize the CRM system to effectively track client interactions.
- Foster strong relationships with custodians and administrators to ensure seamless operations.
- Take ownership of department projects and administrative tasks, driving efficiency and completion.
- Stay abreast of industry trends and best practices to deliver superior client service.
- Contribute to marketing and communication efforts as required.
What you bring to the table:
- 3-5 years of experience in a related financial services industry
- Post-secondary degree in Business, Finance, or a similar field (preferred)
- Industry designations such as CSC, CFP, or CIM a strong asset
- In-depth understanding of investment products and account structures
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Adobe products
- Experience with portfolio management software, CRM systems, and financial planning tools (considered an asset)
- Excellent time management and prioritization skills
- Strong interpersonal and communication skills
- Detail-oriented, results-driven, and possess sharp analytical abilities
We offer a competitive compensation package and the opportunity to work in a dynamic and growing environment.
If you are a highly motivated individual who is passionate about client service and eager to contribute to our team's success, we encourage you to apply!