CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.
Successful Investor Wealth Management (‘SIWM’) is actively seeking a client service professional with strong relationship management skills who will provide high quality service to high-net-worth clientele and contribute to the continued growth of the organization.
Working in concert with the Portfolio Management team to optimize customer relationships the ideal candidate will have a minimum of 3 years of experience working as a Client Service Associate or similar role at a wealth management and/or asset management firm.
Under direct supervision, the Client Service Associate is responsible for supporting relationship management across the firm. Responsibilities include arranging annual client portfolio reviews on behalf of Portfolio Managers, calendar scheduling, assisting with inbound client care calls, preparing client reports, administering client data gathering and maintenance, and responding to administrative client queries.
KEY RESPONSIBILITIES
REQUIREMENTS (Qualifications, Experience & Skills)
Located near Yonge St. and Sheppard Ave. in North York, Toronto.
Pre-employment reference, credit and criminal background checks are required.
Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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