Client Service Assistant

Company Intro:

Company in Victoria, BC that specializes in Financial Services. Company specializes in creating “personally tailored pension plans” for their clients by setting and managing diversified portfolios of individual stocks, ETFs, REITs, bonds and preferred shares for them. Provide investment advice, financial plans and tax strategies to high-net-worth families and businesses.

Number of Employees:

10,000+ Employees


  • Foster and support client relationships by liaising with clients, responding to requests, and solving problems proactively

  • Respond to and follow-up on inquiries from clients and co-workers in a timely and efficient manner

  • Book and confirm appointments

  • Help prepare documents for client meetings

  • Manage all necessary documentation for clients and keep up to date with compliance regulations

  • Communicate internally with various operational and administrative departments

  • Operate, update, and maintain the Customer Relationship Management (CRM) software

  • Manage & maintain prospect database and marketing materials

  • Assist in implementing marketing ideas such as newsletters, client cards, seminars and other client events

  • Maintain and improve the team website and all social media profiles

  • Support various office administrative duties; and other duties as assigned


Knowledge of : 

·    Fundamental investment concepts, practices, and procedures used in the securities industry;·    Administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;·    Compliance practices and regulations;·    social media (e.g. Facebook, Twitter, LinkedIn, blog posts, etc.)·    CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;·    Dataphile is an asset.

Skill in :

·    Microsoft Office with a willingness and ability to learn new applications;·    Organization, prioritization, and attention to detail;·    LinkedIn, Facebook, and Twitter; and·    Customer service and problem solving.

Ability to :

·    Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;·    Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;·    Work independently as well as collaboratively within a team environment;·    Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;·    Act as a proactive self-starter with a 'can do' attitude and genuine commitment to client service;·    Exercise tact and discretion in the handling of confidential information; and

Educational/Previous Experience Requirements

·    A post-secondary education;

Image by Dawson Lovell