Client Services Associate

Job description

Are you known for providing exceptional support to a team? Do you care about the day to day things that help make an office, and thus a team, function effectively? Can you see what is needed and proactively get it done? Do you thrive on helping others and take pride in keeping a well-oiled machine running smoothly? If so, then we have a role for you!

LoveHR is pleased to be assisting Peacock Sheridan Group find a Client Services Associate who can provide outstanding organizational and administrative support to the Financial Advisory Team. The successful candidate will be self-motivated, down to earth, and have a passion for helping others.

If selected, your responsibilities would include providing extraordinary client experiences, supporting the Advisors by preparing for meetings, processing plans and thoroughly and consistently following up. Your detailed notes and reminders ensure that nothing is ever overlooked.

Requirements

Ideally, the Client Services Associate will have a Financial background and interest which could translate to a Financial Management Diploma, BCom, BBA, or Canadian Securities License, etc. Experience in this industry would be beneficial as knowledge and understanding of financial planning, mutual funds, securities, and/or life and disability insurance can be challenging for first-timers. Having strong computer skills, an aptitude for numbers, an ability to prioritize and meet deadlines and succeed in a fast-paced environment as well as impeccable communication skills makes you the right fit.

Peacock Sheridan is a well-established, financial planning firm in Kelowna BC offering competitive compensation, benefits and incentives to their valued team members. Opportunity for growth and never a dull moment come with this role as well. Their team relies on each other to be the best for their clients and this position is the linchpin. If you relish this kind of responsibility and want to work with a team of competent, confident, and friendly people, please apply now.