Client Services Specialist in Financial Services
Job in
Regina, Saskatchewan, S4M, Canada
Listed on 2026-06-08
Listing for:
Copperstone Financial Group
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Bank Customer Service -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Bank Customer Service
Job Description & How to Apply Below
In this position, you'll manage contributions and redemptions for clients while working closely with advisors on new sales initiatives.
Your role involves not only filing management but also providing essential documentation and support for various account types, enhancing the overall client experience. Being proactive and reliable are key attributes for this position.
Key Responsibilities:
• Process client transactions efficiently and accurately
• Assist in tax document preparation for different account types
• Communicate with back office teams to ensure process completion
• Aid advisors in preparing new investment accounts
• Organize and manage files effectively for client support
Requirements:
• Proficient in Microsoft Office applications
• High level of organizational and time management skills
• Preferred background in office administration
• Strong client service and communication skills
• Willingness to continuously learn and adapt
Your proactive approach will contribute significantly to client satisfaction at Beyond Wealth Management.
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