Customer Relationship Specialist Jobs

Our Company

Goodreid Investment Counsel is a private, employee-owned boutique investment management firm that focuses primarily on the needs of high-net-worth investors and institutions.Founded in 1986, we have over three decades of experience in managing money and are planning for continued growth in our business.

For more information about our firm, visit our website www.goodreid.com.

The Position

We are seeking to hire a Client Relationship Assistant to support our team of Portfolio Managers in their client service and business development activities.

The ideal candidate will be self-motivated, organized, detail and process-oriented, willing to learn, apply best practices and adapt to change. The candidate will have prior experience in a similar administrative support role, preferably in the financial industry.

Your role will be to:

• Communicate and interact effectively with clients and service providers in person, by phone, email and in writing as needed.
• Generate, organize, and maintain client files and e-documentsand files on an ongoing basis.
• Respond to client inquiries and provide client support.
• Collaborate with service providers to complete operational requests and updates.
• Generate reports from various systems as required.
• Work alongside our Portfolio Managers and interact with clients throughout the account opening and onboarding process.
• Enter and manage data in various software applications, including our client relationship management system and portfolio management system.

Qualifications:

• Strong organizational skills and attention to detail.
• Post-secondary education preferred.
• Excellent written and verbal communication skills.
• Prior experience in an office administrative role preferred, with preference to candidates with financial industry experience and/or demonstrable investment knowledge.
• Proficiency with Microsoft 365 suite of applications and an aptitude for learning new software and information systems.

Benefits:

• Health spending account plan
• Competitive salary
• Opportunity to become a vital part of a growing company.
• Hybrid office/home work environment