Client Service Representative
Top Benefits
About the role
Join our premier professional services firm in the heart of rural Ontario. With over 100 staff members and more than 65 years in business, you will feel supported in your career as you help bring to life our vision of small town values and downtown expertise. Wealth Management, a division of our Firm, offers professional and comprehensive financial and estate planning services to our clients.
The Client Services Representative role supporting the Wealth Management division will be directly involved in servicing our clients and should demonstrate our community and client service values. This position works 37.5 hours per week.
Be part of a Firm where you can expect great work-life balance, competitive compensation & fun social events within an open and approachable environment!
What You’ll Be Doing:
- Provide customer service; responding to client and staff calls and inquiries;
- Prepare and coordinate the flow of correspondence to and from internal staff, the accounting firm, external contacts and clients;
- Complete client applications and other new account activities and transactions;
- Regular and timely downloading/uploading of data and reports and forwarding information to appropriate end-users;
- Generate standard reports and summaries; as well as ad hoc reports upon request;
- Work with the accounting team to prepare documentation for estate settlements;
- Assist with corporate tax reporting.
What You’ll Need:
- Post-secondary college diploma preferably in business, office administration, accounting, or finance or equivalent experience;
- Exceptional customer service, multitasking and organizational skills;
- A positive, professional and courteous attitude;
- Strong interpersonal, verbal and written communication skills;
- Exceptional attention to detail and time management skills;
- Demonstrated ability to maintain confidentiality;
- Initiative and independent problem-solving skills;
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook;
- Strong technical abilities to learn new computer software and systems.
Ward & Uptigrove is committed to providing a barrier-free workplace. If accommodation is required for the selection or interview process it will be available upon request. This job posting is available in an accessible format upon request.
About Ward & Uptigrove Chartered Professional Accountants
The premier professional services firm in the heart of rural Ontario, with almost 150 staff members. With over 65 years of innovation, we've proudly cared for staff and clients, living out our small town values and downtown expertise motto.
Be part of a firm where you can expect:
BALANCE: Realize your full potential without sacrificing personal and family life balance. You’ll have reasonable core hours and enjoy flex time throughout the year.
PROFESSIONAL DEVELOPMENT: Feel supported on your path to achieving your designation at our CPA training facility. You’ll be challenged with a broad range of tasks and receive ongoing development through experience, mentoring and formal education, with programs for External Audit, and for Assurance, Compilation, and Tax.
OPPORTUNITY: Your goals aren’t too big for us. You’ll find opportunity at all levels, right to Partner if that’s how big you dream.
COMPENSATION: Your expertise is valued. Enjoy a highly competitive compensation package, including health and dental benefits, RRSP matching, overtime pay, an abundance of time off and a generous profit share plan.
SOCIAL: You’ll have the chance to experience our “Work Hard, Play Hard” mantra. Our team enjoys several company social events throughout the year, team dinners and lots of treats during tax season, too.
CULTURE: Enjoy a relaxed atmosphere with open-door policies. Chat with partners in the lunchroom, and foster relationships that will help you through life and your career.
LIFESTYLE: You can enjoy small town, affordable living or an easy drive from nearby cities like Waterloo or Guelph. Hybrid and Remote work options also exist for those interested.
Client Service Representative
Top Benefits
About the role
Join our premier professional services firm in the heart of rural Ontario. With over 100 staff members and more than 65 years in business, you will feel supported in your career as you help bring to life our vision of small town values and downtown expertise. Wealth Management, a division of our Firm, offers professional and comprehensive financial and estate planning services to our clients.
The Client Services Representative role supporting the Wealth Management division will be directly involved in servicing our clients and should demonstrate our community and client service values. This position works 37.5 hours per week.
Be part of a Firm where you can expect great work-life balance, competitive compensation & fun social events within an open and approachable environment!
What You’ll Be Doing:
- Provide customer service; responding to client and staff calls and inquiries;
- Prepare and coordinate the flow of correspondence to and from internal staff, the accounting firm, external contacts and clients;
- Complete client applications and other new account activities and transactions;
- Regular and timely downloading/uploading of data and reports and forwarding information to appropriate end-users;
- Generate standard reports and summaries; as well as ad hoc reports upon request;
- Work with the accounting team to prepare documentation for estate settlements;
- Assist with corporate tax reporting.
What You’ll Need:
- Post-secondary college diploma preferably in business, office administration, accounting, or finance or equivalent experience;
- Exceptional customer service, multitasking and organizational skills;
- A positive, professional and courteous attitude;
- Strong interpersonal, verbal and written communication skills;
- Exceptional attention to detail and time management skills;
- Demonstrated ability to maintain confidentiality;
- Initiative and independent problem-solving skills;
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook;
- Strong technical abilities to learn new computer software and systems.
Ward & Uptigrove is committed to providing a barrier-free workplace. If accommodation is required for the selection or interview process it will be available upon request. This job posting is available in an accessible format upon request.
About Ward & Uptigrove Chartered Professional Accountants
The premier professional services firm in the heart of rural Ontario, with almost 150 staff members. With over 65 years of innovation, we've proudly cared for staff and clients, living out our small town values and downtown expertise motto.
Be part of a firm where you can expect:
BALANCE: Realize your full potential without sacrificing personal and family life balance. You’ll have reasonable core hours and enjoy flex time throughout the year.
PROFESSIONAL DEVELOPMENT: Feel supported on your path to achieving your designation at our CPA training facility. You’ll be challenged with a broad range of tasks and receive ongoing development through experience, mentoring and formal education, with programs for External Audit, and for Assurance, Compilation, and Tax.
OPPORTUNITY: Your goals aren’t too big for us. You’ll find opportunity at all levels, right to Partner if that’s how big you dream.
COMPENSATION: Your expertise is valued. Enjoy a highly competitive compensation package, including health and dental benefits, RRSP matching, overtime pay, an abundance of time off and a generous profit share plan.
SOCIAL: You’ll have the chance to experience our “Work Hard, Play Hard” mantra. Our team enjoys several company social events throughout the year, team dinners and lots of treats during tax season, too.
CULTURE: Enjoy a relaxed atmosphere with open-door policies. Chat with partners in the lunchroom, and foster relationships that will help you through life and your career.
LIFESTYLE: You can enjoy small town, affordable living or an easy drive from nearby cities like Waterloo or Guelph. Hybrid and Remote work options also exist for those interested.