Client Service Associates
As an integral member of our dynamic operations team, our Client Service Associates support the full scope of client administration within the firm. Reporting to the Director of Client Service and Administration, we are currently looking to welcome new associates across three specialized operational areas:
The Prep Team: Manages the setup and coordination of new and existing accounts. In this track, associates connect with advisors and Portfolio Managers to ensure all documentation is properly completed to meet compliance requirements.
The Submits Team: Opens client accounts once documentation is completed by the Prep Team. Associates in this area set up online access, establish recurring payments, and submit transfers for new accounts.
The Activities Team: Manages the in-and-outflows of the accounts. This team performs daily reconciliations to ensure proper processing and reviews debits to meet tight timelines.
Educational Requirement:
Post-secondary education is an asset.
Role and Responsibilities
Responding in a timely manner to client and referring agent enquiries and requests for information.
Account processing, including preparing, reviewing, and submitting all required account opening forms.
Support for production of quarterly client statements and annual client reporting.
Creating and maintaining electronic and paper client files by scanning client paperwork and filing hardcopy per firm standards.
Updating all client records on firm systems, including the firm’s CRM (Engage) and Portfolio Management System (Ndex).
Additional responsibilities and special project work as the role grows and evolves.
Critical Knowledge, Skills and Abilities:
Friendly, personable, and positive with a penchant for a high level of client service.
Culture accelerator, exceptional communication and interpersonal skills.
Love of problem solving and resourcefulness.
Ability to take initiative and work independently as well as in a team environment.
Ability to meet deadlines without compromising efficiency, accuracy, and attention to detail.
Tech savviness and proficiency in Microsoft Office.
Related work experience in the financial services industry is desired, but not required.
For more on each of the specific team roles and responsibilities, please review the position descriptions below:
Just the start of what BCV can offer:
Financial Wellness: Highly competitive compensation, profit sharing, and pension plan.
Health and Balance: A comprehensive suite of health, wellness, and flexible benefits.
Career Growth: Strong educational support and professional development.
A Taste of the Good Life: Yes, we have a weekly office chef! And much more.
Not checking every box?
Sounds like the job for you but you don’t think you have what it takes on paper? Reach out to us anyway!
We are committed to diversity and inclusion and welcome applications from all genders, all cultures, persons with disabilities, and persons of all sexual orientations.
If you possess the above skills and traits, and desire to grow and make a difference with our amazing local company, we invite you to learn more about this exciting opportunity. Please submit your resume and cover letter in confidence to careers@bcvfinancial.com, with your desired team in the subject line.
If you require accommodation for the recruitment process, please let us know when you submit your application.
We sincerely appreciate your interest and thank all applicants, however, only those selected for an interview will be contacted.
