Client Relationship Specialist

Focusfinancialpartners

Calgary, Canada
Base: $60,000-$70,000; bonus/equity: annual cash b...
On-site
Client relationship building
Account onboarding and administration
Handle cashiering and transactional requests
Play a vital role in supporting clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service

Job Summary

  • Play a vital role in supporting clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service.
  • Build strong client relationships and provide responsive, courteous support via phone, email, text, and client portals.
  • Identify and propose process improvements to enhance efficiency with custodial partners.

Matching Summary

Play a vital role in supporting clients, team members, and custodial partners by ensuring smooth onboarding, accurate account administration, and outstanding day-to-day service.

Salary

Base: $60,000-$70,000; Bonus/Equity: Annual cash bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client relationship building
  • Account onboarding and administration
  • Handle cashiering and transactional requests
  • Client and internal inquiry response
  • Client portal and system training
  • Maintain compliance policies and procedures
  • Liaison with custodians

Nice-to-have

  • Solutions-oriented mindset
  • Collaborative and humble approach
  • Interest in athletics, especially hockey

Key Requirements

  • Bachelors degree
  • Acute attention to detail
  • Strong organizational/time management skills
  • Excellent written and verbal communication skills
  • Relationship-building skills
  • Proficiency with Salesforce, Microsoft Word and Excel
  • Completion of Canadian Securities Course (CSC) is an asset
  • Work authorization in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter