Job Description
Join ScotiaMcLeod as a Client Services Associate, an administrative role emphasizing superb client communication and support. This position is based in Richmond and encourages collaboration and innovation.
In the Client Services Associate role, you'll focus on managing administrative processes vital for effective client relations. You will assist wealth advisors by entering trades, addressing inquiries, and providing exceptional service to deepen client relationships. Additionally, marketing support will be part of your responsibilities to drive business growth and achieve targets.
Key Responsibilities:
• Oversee all client administration processes and escalations
• Assist advisors with portfolio management and client trades
• Resolve client inquiries promptly and professionally
• Help coordinate marketing events to attract new business
• Foster collaboration with department contacts to enhance service
Requirements:
• Previous experience in the securities sec...
In the Client Services Associate role, you'll focus on managing administrative processes vital for effective client relations. You will assist wealth advisors by entering trades, addressing inquiries, and providing exceptional service to deepen client relationships. Additionally, marketing support will be part of your responsibilities to drive business growth and achieve targets.
Key Responsibilities:
• Oversee all client administration processes and escalations
• Assist advisors with portfolio management and client trades
• Resolve client inquiries promptly and professionally
• Help coordinate marketing events to attract new business
• Foster collaboration with department contacts to enhance service
Requirements:
• Previous experience in the securities sec...