Client Service Assistant Financial Services
Job in
Pointe-Claire, Montréal, Province de Québec, Canada
Listed on 2026-11-02
Listing for:
Richardson Wealth Ltd
Full Time
position Listed on 2026-11-02
Job specializations:
-
Customer Service/HelpDesk
Banking & Finance, Bilingual, Office Administrator/ Coordinator -
Finance & Banking
Banking & Finance, Office Administrator/ Coordinator
Job Description & How to Apply Below
Deliver high-level client service in the Pointe-Claire office through relationship management, account inquiries, and precise follow-up for Investment Advisors.
As an Assistant, you will foster client relationships while supporting Investment Advisors and the team’s administrative functions. The work includes answering requests, resolving account inquiries, gathering account-opening documents, and following trades through settlement and delivery. English and French proficiency is required for regular interactions beyond Quebec.
Key Responsibilities:- Foster and support client relationships
- Respond to client requests for information
- Investigate and resolve account-related inquiries
- Collect documentation for account opening and file updates
- Follow up on client trades through settlement and delivery
- Superior client relationship management skills
- Professional and friendly manner
- Excellent verbal and written English communication
- Strong organization, multitasking, and follow-up abilities
- Experience with CRM systems such as Maximizer
Use relationship management, account-service, and follow-up skills to strengthen client support for Investment Advisors in Pointe-Claire.
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