Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
PM
Hybrid Senior Assistant, Client Services
Posted 4 months ago
About the role
- Senior Assistant in Client Services for a Canadian investment firm managing client relations and administrative tasks. Supporting trading processes, record compliance, and operational efficiency while ensuring exceptional client experiences.
Responsibilities
- Foster Strong Client Relationships - Provide responsive, licensed client support while ensuring clear communication, accurate information, and timely handoffs for more complex or investment-related inquiries.
- Ensure all client touchpoints are documented in Salesforce.
- Act as the Point Person for Trades - Support trade-related client needs within the scope of registration, ensuring accuracy, compliance, and timely execution.
- Coordinate with internal teams to resolve exceptions or special handling requirements.
- Maintain Accurate & Compliant Records - Ensure all client records, transaction details, KYC updates, and interaction notes are consistently accurate, complete, and compliant.
- Log all relevant information in Salesforce and related systems.
- Support Operational Efficiency - Streamline workflows and maintain organized documentation to improve scalability within client service and record keeping.
- Work collaboratively with internal stakeholders to identify and implement process improvements.
- Lead the Pender Staff Account Program - Oversee onboarding, servicing, and documentation requirements for Pender employee accounts, ensuring compliance with all internal controls and regulatory standards.
- Support Meetings, Reporting & Client Communications - Assist with preparing reports, onboarding packages, and service communications.
- Coordinate client meetings, prepare briefing notes, and ensure follow-up items are tracked and completed.
Requirements
- A post-secondary education in business, finance or a related field
- CSC required; EMPC as asset
- Willingness to work towards CIM designation a benefit
- Eligible for registration (e.g., Dealing representative) with the applicable provincial securities regulator
- 4+ years of experience in financial services in client service, administrative or operations capacity
- Superior client service skills with a strong focus on accuracy and follow-through
- Excellent verbal and written communication abilities
- Strong organizational skills and attention to detail
- Ability to solve problems, manage competing priorities and work independently as well as collaboratively
- Proficiency with Microsoft Office applications
- Salesforce experience is an asset.
Benefits
- Competitive salary, bonus and benefits package
- Opportunity to be part of a talented, collaborative and growing team
- Potential for career advancement
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