Client Care Specialist at Gateway Services providing quality customer service in pet aftercare. Responsible for customer interactions, product knowledge, and administrative tasks while ensuring client satisfaction.
PM
Hybrid Senior Assistant, Client Services
Posted 4 weeks 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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