Client Service Specialist

• Serve as the first point of contact for clients and visitors, managing front-desk reception and greeting office guests
• Manage the Advisor's professional calendar by scheduling in-person and virtual meetings and sending timely reminders
• Oversee the Advisor's email inbox, flagging urgent items and responding to basic client queries
• Execute administrative tasks including opening new accounts, processing fund deposits/withdrawals, and reviewing daily cash transactions
• Prepare comprehensive portfolio review packages and maintain accurate, up-to-date client records
• Manage insurance tasks such as checking company portals, sending premium reminders, and running basic quotes
• Maintain office order by ordering supplies and preparing client meeting rooms

• 1 to 3 years of experience in financial services administration or wealth advisory support
• Previous experience using CRM platforms and specialized financial software
• Experience with Dataphile and Croesus is strongly preferred and considered a significant asset
• Successful completion of a background verification process, including credit and criminal record checks
• Ability to work full-time in a professional office setting in Markham, ON
• Exceptional attention to detail and organizational capabilities in a fast-paced environment
• Strong verbal and written communication skills to effectively engage with high-net-worth clients
• Professional and client-focused demeanor with a proactive "ownership" mindset
• Proficiency in Microsoft Office Suite, specifically Outlook, Word, and Excel
• Ability to handle confidential financial data and time-sensitive matters with absolute discretion

Experience with Dataphile and Croesus

• Competitive base salary complemented by a performance-based bonus structure
• Comprehensive group benefits plan, including extended health, dental, and life insurance
• Access to paramedical services such as massage, physiotherapy, and chiropractic care
• Two weeks of paid vacation per year plus statutory holidays
• Opportunity for structured learning and long-term career advancement within the financial services sector