Client Service Associate (9-Month Contract)

Purpose of the Role

As a Client Service Associate, you will be responsible for providing exceptional service to our Advisory Team and high‑net‑worth clients. You are a member of a collaborative, client‑focused team requiring exceptional communication and problem‑solving skills to provide a high level of administrative service. Using your in‑depth knowledge of registered plan products, you will execute the overall administration of our clients' registered plans. Using your industry knowledge, communication and excellent relationship management skills, you will solve problems, collaborate, and deliver exceptional service to advisors and clients.

This is a 9‑month contract.

Core Responsibilities

• Collaborate with the Private Wealth team to deliver an exceptional client experience by ensuring the accurate and timely processing of client requests.
• Troubleshoot complex issues for internal teams and advisors, while proactively identifyi...