SALES AND CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc.
We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.
Successful Investor Wealth Management (‘SIWM’) is actively seeking a Sales and Client Service professional with strong relationship management skills who will provide high quality service to high-net-worth prospects and clients and contribute to the growth of the organization.
Working in concert with the Sales and Customer Service teams the ideal candidate will have completed their Canadian Securities Course (CSC) and have a minimum of 3-years experience working in Sales or Client Service or similar role, preferably as an IIROC Sales Assistant or with the equivalent investment industry registration.
As the Sales and Client Service Associate you are a highly motivated and customer-focused individual whose responsibilities make for a diverse, active workday, providing key service support to new wealth management clients. The ideal candidate will bring their exceptional customer service and administrative skills to the job of managing new and prospective clients, including onboarding and opening accounts. The focus is on overseeing and executing the completion of documents and transfer of funds to ensure clients receive a pleasant onboarding experience.
KEY RESPONSIBILITIES:
SALES AND CLIENT SERVICE SUPPORT
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