Job opportunity
Financial Services Client Service Assistant
Richardson Wealth
Deliver responsive client service in Ottawa by resolving account inquiries, supporting trades, and maintaining accurate documentation for Advisors.
As an Assistant, you will foster client relationships while supporting Investment Advisors with daily service and administration. Responsibilities include investigating account questions, requesting information, following up on trades, and preparing client materials. The position requires organization, professional communication, and experience in financial services or administration.
Key Responsibilities:
Foster and support client relationships professionally
Investigate and resolve account-related client inquiries
Request documents for account opening and file updates
Follow up on trades for proper settlement and delivery
Support Advisors with client reviews and correspondence
Requirements:
Superior client relationship management capabilities
Professional and friendly approach to service
Excellent English verbal and written communication skills
Strong organizational skills and administrative experience
Proficiency with Word, Excel, PowerPoint, Outlook, and CRM systems
Use your client service, account support, and communication strengths to assist Advisors and serve financial clients in Ottawa.
#J-18808-Ljbffr
Apply on source site As an Assistant, you will foster client relationships while supporting Investment Advisors with daily service and administration. Responsibilities include investigating account questions, requesting information, following up on trades, and preparing client materials. The position requires organization, professional communication, and experience in financial services or administration.
Key Responsibilities:
Foster and support client relationships professionally
Investigate and resolve account-related client inquiries
Request documents for account opening and file updates
Follow up on trades for proper settlement and delivery
Support Advisors with client reviews and correspondence
Requirements:
Superior client relationship management capabilities
Professional and friendly approach to service
Excellent English verbal and written communication skills
Strong organizational skills and administrative experience
Proficiency with Word, Excel, PowerPoint, Outlook, and CRM systems
Use your client service, account support, and communication strengths to assist Advisors and serve financial clients in Ottawa.
#J-18808-Ljbffr