Private Trust Client Service Associate Jobs

1+ years of work experience

Proven leadership skills and participation in extracurricular activities

Excellent networking and sourcing abilities, leveraging professional networks like LinkedIn and internal databases to engage and convince suitable experts

Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset

Academic achievement in any undergraduate field (Bachelor’s degree or higher)

Demonstrated interest in business and a goal-oriented mindset

All correspondence is to be attached and documented in Broker Management System by CSA. Qualifications:

Strong written, oral communication and presentation skills

High attention to detail with strong organizational skills

Paid Vacation and Personal Days

Paid Vacation & Personal Days

Client Service Associate is responsible for maintaining retention of current portfolio business by facilitating processes and procedures with efficiency.

Adhere to all policies and procedures and maintain a culture and operation of risk management

Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Prepare documentation and provide updates to IAs in preparation for client meetings

Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities

Accept/create leads and ensure correct referral coding administration

0-3 years of work experience

A client service mentality, ensuring you provide the best experience to our experts

Knowledge of other languages such as German, Italian, Spanish, Japanese, Korean, and/or Mandarin is an asset

Academic achievement gained in any undergraduate field (Bachelor’s degree or higher)

Participation in extracurricular activities with proven records of leadership

Strong interest and passion for the business world

Strong time management skills and a proven ability to multi-task

Working knowledge of asset management and administrative procedures

Administration and Relationship Management Support

Skills Experience And Functional Competencies

Education / Experience / Other Information

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Strong knowledge of social media management (Hootsuite, LinkedIn, Twitter)

Manage and update the company website

Provide friendly and professional client experience from incoming calls, e-mail, and on-site visits

2+ years of experience in a similar work environment

Strong attention to detail and communication skills

Knowledge of VFX and/or film/television industry is an asset

Proactively assist with client management of appointments and scheduled meetings / calls

Be a key support to the administrative activities and responsibilities of the team

Manage all aspects of account opening and documentation and maintain client cash flows and balances

Minimum of 2 years' experience in a similar role in the Investment Industry

Must have strong organizational skills and meticulous attention to detail

Gain a breadth of experience and exposure to the global WM platform

3-7 years of life experience; this can encompass more than paid: work experience and volunteering or education.

You have demonstrated capabilities and are comfortable in reviewing and discussing content which may be difficult and/or toxic.

Technical knowledge, familiarity with Google Suite is an asset, but not strictly necessary for this role.

Understand Wattpad’s Content Guidelines/Code of Conduct and enforce them by reviewing content reported by Wattpad’s community.

Participate in creating and contributing to safety policies at Wattpad.

Ability to identify trends (on and off Wattpad).

10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.

Administers and processes documentation related to client files and regulatory requirements.

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Meticulous attention to detail and excellent time management skills

Proactively assist with client management of appointments and scheduled meetings/calls

Be a key support to the administrative activities and responsibilities of the team

Manage all aspects of account opening and documentation and maintain client cash flows and balances

Strong written and verbal communication skills

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Proficiency with MS Office programs, Outlook, faxing software, and database management

Other duties/tasks as assigned by manager

Tiered Benefits (health, dental, LTD) & an Employee Assistance Program for eligible employees

Defined Benefit Pension Plan with company contribution for eligible employees

Opportunities for skill development, eLearning, and career advancement

Experience with new health care technology such as CellTrak and Procura

Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Verbal & written communication skills - Good.

Collaboration & team skills - Good.

Post-Secondary education (College or University)

2 years of front-line Customer Service experience

Prioritizing your well-being (Wellness Program, flexible health benefits, employee assistance)

Promoting balance (flexible schedules, generous time off, and work from home options)

Helping you grow in your career (education assistance, internal mobility)

Handling high-volumes of requests in a timely and accurate manner