Found Description
Be the face of our financial advisory practice as a Client Service Specialist with Randstad Canada in Markham, Ontario. This role emphasizes delivering quality client interactions while managing sensitive information.
You will manage front-desk operations, ensure the office runs smoothly, and provide client support through various administrative tasks. With 1 to 3 years of experience in financial services, this role requires an individual with a proactive approach and strong attention to detail. Your ability to handle confidential materials will be crucial for success.
Key Responsibilities:
• Act as the primary point of contact at the office
• Schedule and coordinate client meetings for the Advisor
• Process fund transactions and maintain client records
• Handle inquiries and manage the Advisor's email communications
• Ensure office supplies are stocked and look after meeting room setups
Requirements:
• 1 to 3 y...
You will manage front-desk operations, ensure the office runs smoothly, and provide client support through various administrative tasks. With 1 to 3 years of experience in financial services, this role requires an individual with a proactive approach and strong attention to detail. Your ability to handle confidential materials will be crucial for success.
Key Responsibilities:
• Act as the primary point of contact at the office
• Schedule and coordinate client meetings for the Advisor
• Process fund transactions and maintain client records
• Handle inquiries and manage the Advisor's email communications
• Ensure office supplies are stocked and look after meeting room setups
Requirements:
• 1 to 3 y...
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