Client Service Associate
MD Financial Management
North York, Ontario, Canada
4d ago
source : Glassdoor, Inc.

With close to 50 years of physician-focused experience, MD has one main goal : to help Canadian physicians and their families achieve financial well-being.

Our commitment to work / life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.

For the sixth consecutive year, MD Financial Management has been recognized as one of the Achievers 50 Most Engaged Workplaces in North America.

The annual award, given by Achievers, an industry-leading provider of employee recognition and engagement solutions, commends top employers that display leadership and innovation in engaging their workforces.

If you are a results-driven, enthusiastic and technology-savvy team player, you’ll thrive in our dynamic, flexible and collaborative environment.

We have an exciting opportunity for a talented, enthusiastic and client-focused Client Service Associate to join our team.

This role will be a split role between two offices, Richmond Hill and North York.

The Client Service Associate is responsible for providing sales, administrative and operational support to assist Financial Consultants& Portfolio Managers in maintaining high standards for all clients.

What You Will Do :

Sales& Service Support

  • Provide service and sales support to Financial Consultants and Portfolio Managers, including contact management and opportunity management
  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services
  • Use your knowledge about products& services to identify opportunities and anticipate client needs
  • Process trade requests and ensure all regulatory requirements are met
  • Process documentation requests and input transaction requests as required
  • Work with other lines of business to arrange mutual client contact strategies
  • Establish and maintain a client contact plan to ensure all existing clients are contacted regularly, and that Financial Consultants and Portfolio Managers in-house and road-trip schedules are full
  • Respond to last minute requests from Financial Consultants during client meetings
  • Administrative Support :

  • Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter
  • Provide expertise, support and participate in the research of complex client issues
  • Complete file preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings
  • Prepare and process new account documentation as required
  • Operational Support :

  • Update database for all client contact, ensuring that all client information and notes are recorded correctly
  • Maintain monthly compliance related tasks
  • Liaise with accountants and third parties, as required
  • Prepare business correspondence to clients and third parties
  • Keep current of marketing initiatives
  • Participate in short-term and ongoing projects as required
  • Provide Reception coverage and general office duties as required
  • What You Need :

  • University or college degree, preferably with a business / financial background
  • A minimum of 3-5 years’ experience in an administrative or clerical position, preferably within the financial services industry
  • A thorough understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs / RRIFs, TFSAs and non-registered investments and applicable tax-related issues
  • Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
  • Working knowledge of CRM2
  • Licensing Requirements :

    Must be IIROC licensed as an Investment Representative, or willing to become licensed within 12 months of hire, through the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH)

    What You Bring :

  • Dedication to client service
  • Strong organizational skills
  • Strong attention to detail and follow-through skills
  • Excellent verbal and written communication skills
  • Demonstrated pro-activity, initiative and resourcefulness
  • Ability to work independently or effectively within a team
  • Ability to manage multiple priorities in a fast- paced environment
  • Ability to effectively manage change
  • Results-oriented
  • What Success Looks Like

  • You are passionate about the MD value proposition and actively look to acquire new clients.
  • You are constantly learning and honing your skills.
  • You are technology savvy and endeavor to find new and exciting ways to use technology in the servicing of your client.
  • You feel rewarded and recognized in a way that inspires you to do your best work.
  • Apply
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