Client Services Specialist - Investments

Benefits

Additional Information

We are hiring a Client Services Specialist - Investments to join our Beyond Wealth Management team in Regina, SK The Client Services Specialist - Investments will: Client service for existing accounts: Process contributions and redemptions into existing client accounts Changes to recurring contributions and redemptions (PAC/AWD changes) Changes to beneficiary information Changes to Know Your Client updates Provide statements and support to clients for basic requests Work with associate to prepare tax documents for non-reg, corporate and Income accounts (t-slips, capital gain/loss reports, etc.) Communicate with Quadrus and other fund company back offices to understand and complete processes File management to ensure all documents properly sorted in file system Support advisors in new sales: Back up support for Associates to set up new investment accounts and prep/track assets transfers into new and existing investments accounts Reach out to prospects to gather information required for new opportunities File management to ensure all prospect documents properly stored in file system To be successful as a Client Services Specialist - Investments with Beyond Wealth Management, you will need: Strong proficiency in Microsoft Office (Excel, Outlook, Word) High attention to detail and accuracy Strong organizational and time management skills the ability to manage multiple tasks and deadlines Professional communication and client service skills the ability to work both independently and within a team environment To be proactive and reliable Strong problem-solving abilities Positive, client-focused mindset Willingness to learn and grow within the financial services industry Post-secondary education considered an asset Previous office administration experience considered an asset

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