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CI Assante Wealth Management: Client Service Associate

CI Assante Wealth Management

This is a Contract position in Montreal, QC posted February 19, 2021.

Do you want to make a difference in the lives of our clients?

We are looking for a charismatic Assante Wealth Management ambassador who is a savvy communicator and meticulous with details.The current Client Service Associate is retiring after 19 years and has set the bar high for client interactions and trusted relationships.Assante Wealth Management is a well-established wealth management firm providing exceptional and trusted wealth planning advice to discerning clients.

The Client Service Associate is the face and voice of our brand to our clients, community and external partners reflecting our values and ethics.To learn more about our values visit us at: www.Andrewsgroup.ComKey ResponsibilitiesClient connectionsClient communications and servicesMarketing coordinatorTalentUpbeat attitude and passionate in providing exceptional client experiencesAstute listener of the spoken and unspoken wordCurious and impactful communicator in person, on the phone and across multiple mediumsCalm and focused even in challenging situationsTrusted, genuine and credibleDiplomatic people builderEmpathetic, tactful, forthrightAccountable, innovativeSkillsAttentive, proactive and accurateAbility to follow detailed processes and manage multiple competing timelinesDetailed and proactive calendar management of all client appointmentsProven reasoning and problem solving skillsTeam builder/team participantSocial media and technological expertiseContent development of marketing products, communications, and lettersPlan, manage and participate in event marketingRequirementsMinimum 3-5 years direct client service role3-5 years experience in financial services industry preferredPreference given to those with Canadian Securities Course CompensationThis is a full time permanent position with a highly competitive salary reflecting the value and expectations we place on this pivotal role.Health care, extended benefits, free parking, professional development and annual fitness benefit are included in the compensation package.We are located in downtown London in a historic building, recently renovated and modern, with each team member having their individual office, shared lunch room and break out meeting rooms.ApplicationCandidates must apply online with a resume and cover letter to be considered.We sincerely thank everyone for his or her interest in our firm and this posting.Only those that meet the criteria will be contacted for a virtual interview.Team Connections provides recruitment services to professionals in London and surrounding area.Assante Wealth Management is an equal opportunity employer and welcomes applicants from diverse backgrounds.If a job applicant requires an accommodation during the application or selection process, we will work with the applicant to meet the accommodation needs.