Job Description
Join ScotiaMcLeod as a Client Service Associate in Richmond, British Columbia, focusing on excellent customer administration and support for Wealth Advisors. Deliver exceptional service while handling administrative tasks.
In this essential role, you’ll ensure that clients receive top-notch service by managing administrative duties and facilitating trading processes for Wealth Advisors. Your responsibilities involve client interaction, responding to inquiries promptly, and supporting marketing initiatives that drive growth. Building solid working relationships across different departments will be crucial for achieving team goals and enhancing client satisfaction.
Key Responsibilities:
• Manage client administration and escalations effectively
• Assist advisors in executing trades and portfolio reviews
• Coordinate and promote marketing events and materials
• Support Wealth Advisors through performance tracking reports
• Foster relationships with various business co...
In this essential role, you’ll ensure that clients receive top-notch service by managing administrative duties and facilitating trading processes for Wealth Advisors. Your responsibilities involve client interaction, responding to inquiries promptly, and supporting marketing initiatives that drive growth. Building solid working relationships across different departments will be crucial for achieving team goals and enhancing client satisfaction.
Key Responsibilities:
• Manage client administration and escalations effectively
• Assist advisors in executing trades and portfolio reviews
• Coordinate and promote marketing events and materials
• Support Wealth Advisors through performance tracking reports
• Foster relationships with various business co...