Associate

Maintain existing client accounts and identify opportunities to contact clients.,Manage timelines and key dates for accounts.,Respond to client inquiries efficiently (account transactions, requests, documentation, reporting).,Provide proactive client service using problem-resolution skills.,Liaise with various departments for timely solutions.,Build relationships with banking and internal partners.,Effectively manage incoming communications from clients, Advisors, and other partners.,Assist in welcoming and onboarding new clients.,Become well-versed in internal controls and industry regulatory requirements, ensuring accurate and compliant client files.,Update team's communication channels (websites, LinkedIn, Facebook, brochures, newsletters).,Follow up on client trades to ensure proper settlement and delivery.

At least one year experience in the investment field working as an assistant/associate.,Fully IIROC licensed.,Canadian Investment Regulatory Exam (CIRE).