Investment Client Services Specialist Position
Copperstone Financial Group • regina, Canada
Role Description
Beyond Wealth Management is seeking a Client Services Specialist - Investments in Regina, SK, who excels in managing client accounts and supports advisors. This role emphasizes detailed client service and account management.
Focused on existing client contributions and service, you'll handle changes to account information and assist in the documentation process for taxes. Support new sales efforts by working with prospects and assist with the setup of investment accounts. Your proactive mindset will drive your success in this team-oriented environment.
Key Responsibilities:
• Process contributions, redemptions, and changes in accounts
• Prepare necessary tax documents with accuracy
• Maintain communication with fund companies for smooth processes
• Assist advisors in setting up new accounts and tracking transfers
• Organize and manage client files properly
Requirements:
• Excellent skills in Microsoft Office (Excel, Outlook, Word)
• Strong eye for detail a...
Focused on existing client contributions and service, you'll handle changes to account information and assist in the documentation process for taxes. Support new sales efforts by working with prospects and assist with the setup of investment accounts. Your proactive mindset will drive your success in this team-oriented environment.
Key Responsibilities:
• Process contributions, redemptions, and changes in accounts
• Prepare necessary tax documents with accuracy
• Maintain communication with fund companies for smooth processes
• Assist advisors in setting up new accounts and tracking transfers
• Organize and manage client files properly
Requirements:
• Excellent skills in Microsoft Office (Excel, Outlook, Word)
• Strong eye for detail a...