Client Services Associate

Job summary

Provide organizational and administrative support to the Financial Advisor and team, including client inquiries, meeting scheduling, database maintenance, research, financial plans, statements, quotes, and marketing support. Process and follow up on securities, mutual fund, life insurance, and disability insurance transactions, and prepare product reports.

Job details

Company Description: RGF Integrated Wealth Management, a well-established financial planning company located in Vancouver, has an immediate exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain first-class experience in the financial planning industry. We offer a competitive and comprehensive compensation and benefits plan, and a positive work environment. If you are looking for an opportunity to develop your skills in a supportive working environment, we’d love to hear from you. The position is a hybrid model with initial time solely in our offices and then a hybrid of remote and in-office work. Compensation to be negotiated, commensurate with education, licensing, and experience. Salary range: $45-$60K dependent on licensing and experience. Skills and Requirements: University Degree – BBA, BCom or BA. In addition, Financial Management Diploma from BCIT or equivalent experience can be an asset. Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or compliance with applicable CIRO proficiency requirements an asset, or securities license preferred Strong organizational skills and attention to detail Proven prioritizing and multitasking skills to meet deadlines in a fast-paced environment Strong desire to provide high-quality client service Knowledge of mutual fund/securities products, regulations, policies, and procedures Excellent typing and computer skills - MS Office, database experience Excellent interpersonal, verbal, and written communication skills Ability to work independently and as a team member 2+ years of experience in a financial services environment is an asset Duties and responsibilities: Organizational and administrative support to Financial Advisor and Team Client meeting support (client inquiries, scheduling, database maintenance, assistance with research, analysis, financial plans, client statements, quotes, marketing support) Securities, mutual funds, life and disability insurance processing and follow-up Product reporting Benefits: Comprehensive Health and Dental Benefits Health Care and Taxable Wellness Spending Accounts Continuing Education Opportunities, Employee Assistance Program, Life Insurance Three weeks of Vacation per year as well as paid personal days RRSP matching Monthly engagement events and activities To Apply: Please e-mail your cover letter (including salary expectations) and resume to Hamed Haddadi at hhaddadi@rgfwealth.com. Put “Client Services Associate” in the subject line of your email. Please note: Only those applicants selected for an interview will be contacted.

What you’ll do

Provide organizational and administrative support to the Financial Advisor and team, including client inquiries, meeting scheduling, database maintenance, research, financial plans, statements, quotes, and marketing support. Process and follow up on securities, mutual fund, life insurance, and disability insurance transactions, and prepare product reports.

Requirements

A university degree such as a BBA, BCom, or BA is requested; a Financial Management Diploma from BCIT or equivalent experience is an asset. The posting also values strong organizational, communication, client-service, and computer skills, knowledge of financial products and regulations, and at least two years of financial services experience; CSC/CPH or applicable CIRO proficiency and a securities license are assets or preferred.

Benefits

• Health and Dental Benefits
• Health Care Spending Account
• Taxable Wellness Spending Account
• Continuing Education Opportunities
• Employee Assistance Program
• Life Insurance
• Three Weeks of Vacation
• Paid Personal Days
• RRSP Matching
• Monthly Engagement Events and Activities

Listed skills

• Organization · Preferred
• Attention to detail · Preferred
• Prioritization · Preferred
• Multitasking · Preferred
• Customer service · Preferred
• Microsoft Office · Preferred
• interpersonal communication · Preferred
• written communication · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Organization
• Attention to Detail
• Prioritization
• Multitasking
• Client Service
• Knowledge of Mutual Funds and Securities
• Knowledge of Financial Regulations
• Typing
• Microsoft Office
• Database Management
• Interpersonal Communication
• Verbal Communication
• Written Communication
• Independent Work
• Teamwork
• Financial Research and Analysis

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support