Client Service Associate

Overview

We are seeking a highly organized and detail-oriented Client Service Associate to join our growing team. The successful candidate will provide comprehensive administrative support to our Financial Advisors and ensure the smooth operation of daily office functions. This is a vital role requiring strong communication skills, an understanding of financial compliance, and a commitment to professional service.

Key Responsibilities

Client and Advisor Support

• Schedule and confirm client appointments for Financial Advisors
• Prepare client files and meeting materials
• Act as a point of contact for client inquiries, managing calls and emails efficiently and professionally
• Process and track client documentation, ensuring all forms are accurately completed and submitted as per compliance guidelines and standards.
• Oversee advisor expense reports

Administrative and Operational Duties

• Manage and maintain electronic and physical client records in compliance with regulatory standards
• Oversee office inventory, ordering supplies as needed
• Digitizing client files
• Coordinate Client Events
• Liaison to the Operations Manager

Compliance and Documentation

• Work independently on compliance inquiries
• Proactively audit client files for accuracy and completeness

Required Qualifications

Education and Experience

• High school diploma or equivalent; a Bachelor's degree or diploma in business, finance, or a related field is an asset.
• 2+ years of Customer Service Experience preferred
• Experience in the Financial industry preferred

Skills and Competencies

• Exceptional organizational and time-management skills
• Proficiency in Google Workspace (Calendar, Docs, Sheets, Meet, Chat, etc)
• Proficiency in Microsoft 365
• High degree of attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team in a rapidly growing practice

Compensation and Benefits

• Salary: Competitive, based on experience
• Benefits: Comprehensive benefits package including health, dental, and vision insurance. RRSP contribution
• Location: This position is based at our office in Kentville: 35 Webster Street

Application Process

Interested candidates are invited to submit their resumé and a cover letter to the provided email address, detailing their relevant experience and qualifications.

Please include the job title "Client Service Associate" in the subject line. We will be reviewing all submissions but only those selected for an interview will be contacted.

Submissions to be sent to:

Kayla Morse
kayla@evangelinewealth.com
Operations Manager
Evangeline Wealth Management

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off
• Vision care

Ability to commute/relocate:

• Kentville, NS B4N 1H4: reliably commute or plan to relocate before starting work (required)

Experience:

• Administrative: 1 year (required)

Licence/Certification:

• Drivers License (required)

Work Location: In person