Our established client, a boutique wealth management firm in Downtown Toronto, is seeking a Client Service Administrator to join their team. This is a full-time permanent opportunity that is fully on-site near Union Station. This role offers the chance to join a great team with a friendly company culture!
Roles and Responsibilities
-Backup reception duties
-Greet and direct clients
-Answer client inquiries
-Update and maintain the internal database
-Provide admin and client service support to several internal teams
-Support with opening new accounts
-Project support
-Assist with booking and coordinating team events
-Other related administrative tasks as required
Qualifications and Skills
-Must have a post-secondary degree or diploma
-Must have 2 years of client/customer service experience
-Administrative experience is a strong asset
-Experience working in Financial Services/Wealth Management/Investment is strongly preferred
-Must have experience working in a corporate environment
-Must have excellent client service skills
-Must have strong verbal and written communication skills
-Must be able to multi-task and prioritize in a fast-paced environment
-Must be organized and detail-oriented
-Must be proficient in MS Office, experience using CRMs is preferred
-Must have strong problem solving skills
Pour vous identifier en tant que conjoint de militaire, veuillez envoyer votre curriculum vitae directement à Militaryfamiles@altisrecruitment.com et indiquer dans votre courriel / lettre d’accompagnement que vous êtes un conjoint de militaire.
Pour toute question concernant cet employeur et le processus de demande d’emploi, veuillez contacter :
613-230-3700
Welcome on behalf on the Altis Recruitment team! Altis has a long-standing business relationship with the Defence community. For more than 30 years, we have been grateful to work alongside the Department of National Defence and countless military professionals. We know that family members of military personnel often make many personal sacrifices to support their loved ones. We understand that it can be difficult to pursue a career when embracing sudden changes like relocation and deployment. For some, this has meant putting a pause on career goals or professional development. We would like to provide you with everything you need for a successful and confident job search – in addition to access to job opportunities. Download the checklists our experts have created to help you be at your best from application to interview.
