Our client is a renowned asset management firm serving clients across the nation. They are currently searching for an experienced Senior Client Service Associate to support a team of Portfolio Managers. The ideal candidate will bring previous experience in the investment industry, a strong knowledge of mutual funds practices, and a passion for providing exceptional client and administrative support in a fast-paced environment.

Location: Vancouver, BC

Expected Salary Range: $55,000 - 65,000 per year, commensurate with experience and skillset

Work Arrangement: Hybrid

Responsibilities:

• Provide exceptional customer service and experience to new and existing clients, responding to their requests and questions on a timely basis.
• Own the client relationship and onboarding process.
• Communicate and work effectively with Portfolio Managers and Associates.
• Assist in the production, mailing and tracking of quarterly reports and other marketing materials.
• Ensure accurate and timely administration of client account openings and closings.
• Administer client Registered Plan contributions, payments, transfers and withdrawals.
• Ensure proper settlement and delivery for pending plan transfers.
• Manage internal system for daily task management and client record-keeping.
• Alongside day-to-day tasks, help deliver project work that arise.

Requirements:

• Bachelor's degree in Finance, Accounting or an equivalent discipline
• 3+ years of experience directly supporting Portfolio Managers
• Successful completion of Canadian Securities Course
• In depth experience and knowledge of the administration of registered plans such as RRSPs, RRIFs, LIFs, TFSAs TFSPs etc. (required)
• Accounting or bookkeeping background is considered an asset
• Experience using Salesforce is an asset
• Extensive Microsoft Word, Excel and PowerPoint experience including formatting, charting, importing charts and pictures
• Exceptional time management skills
• Clear communication both written and verbal
• Ability to prioritize and multi-task

Individuals meeting the criteria above are encouraged to submit their resume by clicking on the "APPLY" button. McNeill Nakamoto is committed to recruiting with a focus on equal opportunity, diversity and inclusion. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.

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