Financial Client Service Associate

  • Location
    Toronto, Ontario
  • Salary
    $ 45000 - $ 55000 / Yearly
  • Job type
    Direct Hire
  • Category
    Accounting & Finance - Finance

Financial Client Service Associate job openings in Toronto, ON

Adecco Professional is actively seeking an experienced professional looking for a new career opportunity who is interested in a Financial Client Service Associate job opening in Toronto, Ontario. The selected individuals must be able to work in a dynamic, fast paced team environment and who can demonstrate strong problem-solving abilities. This full-time, permanent opportunity performs duties that vary from client service, communications, administration, reporting and more.  Are you ready to work in an established, long standing, boutique style firm as a committed team member showcasing your skills and experience Please note a minimum of 2+ years’ experience in a similar role is required – please read below for more details.

Some of the responsibilities for the Financial Client Service Associate job opening in Toronto, ON may include but are not limited to:

  • Performing new account setup and ensuring accurate and detailed information is provided.
  • Responding to daily client requests via phone and email in a timely manner.
  • Updating account information and tracking all communications and updates via internal systems.
  • Provide detailed reporting to internal team members and clients.
  • Ensure correct calculation and analysis is completed quickly and efficiently.
  • Processing updates and transactions with a high degree of accuracy.
  • Responsible for reconciliations between systems.
  • Produce letters, invitations, reports (including mail merge); general administration.
  • Additional duties as required such as research, organizing special events, mailings, filings etc.
  • Some of the qualifications for the Financial Client Service Associate job opening in Toronto, ON may include:

  • Minimum 2 years directly related experience is required; capital markets, investment firm, wealth management, etc
  • Completed Post-Secondary education and CSC complete
  • KYC and FATCA knowledge/experience required.
  • Strong MS Office skills, Word, Excel, Outlook; PowerPoint an asset
  • Excellent with reporting, numbers and tables
  • Ability to work in a team environment
  • Exceptional communication and interpersonal skills
  • High level or detail and strong organizational skills; strong problem-solving and prioritizing strengths
  • Compensation:

  • $45,000 - $55,000 commensurate on experience level, quarterly bonus’, benefits and RRSP matching (after probationary period)
  • If you are interested in this Financial Client Service Associate job opening in Toronto, ON please apply today! Our client is motivated to have top talent ready to join their team today - that could be you!

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    The Company will consider qualified applicants with arrest and conviction records

    • Apply with Adecco

    Reference number CA_EN_1_026575_1337704

    Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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