Job Expired
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This posting has expired and applications are no longer being received and this job does not show up on the main job list.
| Position Type: | Full-time |
| Location: | London, ON |
| Date Posted: | Nov 07, 2022 |
| Experience: | 2 Years |
Job Description
LadderHR is hiring for one of our wonder clients!
Position: Client Service Specialist
Company: The Andrews Group
Location: London, Ontario
Do you want to make a difference in the lives of our clients? We are looking for a charismatic full time Wealth Management ambassador who is a savvy communicator and meticulous with details.
Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Client Service Specialist is the face and voice of our brand to our clients, community, and external partners reflecting our values, beliefs, and commitment to clients.
Learn more about our values and our team @ www.Andrewsgroup.com
Our ideal candidate will continue to build and retain trusted client connections with exceptional communication and interpersonal skills.
Our Ask:
Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.
Position: Client Service Specialist
Company: The Andrews Group
Location: London, Ontario
Do you want to make a difference in the lives of our clients? We are looking for a charismatic full time Wealth Management ambassador who is a savvy communicator and meticulous with details.
Assante Wealth Management is a well-established firm providing exceptional and trusted wealth planning advice to discerning clients. The Client Service Specialist is the face and voice of our brand to our clients, community, and external partners reflecting our values, beliefs, and commitment to clients.
Learn more about our values and our team @ www.Andrewsgroup.com
Our ideal candidate will continue to build and retain trusted client connections with exceptional communication and interpersonal skills.
Our Ask:
- Minimum 3-5 years direct client service role preferred
- 3-5 years’ experience in the financial services or related industry
- Preference given to those with Canadian Securities Course
- You have an upbeat attitude and are passionate in delivering exceptional client experiences
- An astute listener of the spoken and unspoken word
- Curious and impactful communicator in person, on the phone and across multiple mediums
- Calm and focused even in challenging situations
- Diplomatic people builder
- Trusted, genuine, credible
- Empathetic, tactful, forthright
- Accountable, innovative
- You like people, you care about people, and it shows
- You value establishing personal connections with people with meaningful impact
- Skilled written communicator to develop content of marketing materials, newsletters, and client correspondence
- Attentive, proactive, and accurate
- Ability to follow detailed processes and manage multiple competing timelines
- Detailed and proactive calendar management of all client appointments
- Proven reasoning and problem-solving skills
- Team builder/team participant
- Social media and technological expertise to plan, manage and participate in client and marketing events
- Dedication to excellence in client care and interaction with a sincere appreciation for fostering trust and confidence.
- Understanding the client, their family values, and priorities on a very personal level.
- Proactive regular client service calls, appointment scheduling
- Director of first impressions when clients meet in person at the office
- Assisting with client events, education series workshops, and marketing and branding activities
- Coordination with social media content and strategy
- Collaborating with team members with meeting preparation
- Coordinating team quarterly meeting activities and annual team retreat
- Because we are genuine, authentic and care about our team members’ career goals and wellbeing. It’s built into our culture.
- Mentoring in areas you feel are a priority for you
- Ability to grow and progress your career as you develop your skills
- Flexibility and Autonomy
- You have a “voice at the table” that is heard and contributes to our firm’s growth and development
- Training Program with established processes and workflows
- Engaging & supportive team dynamic
- Training & development opportunities in non traditional areas of financial advisory
- Tuition Reimbursement Program
- Competitive compensation $55,000 to $65,000
- Health & dental benefits
- RRSP Matching Program
- $500 annual fitness benefit
- Free parking downtown London
Ladder HR Solutions proudly serves companies across Canada. Our team are specialists in their areas of interest. Our passion is HR.
Application Contact Information
| Company Name: | Ladder HR Solutions |
| Email Address: | arauzino@ladderhr.ca |
| Company Website: | http://ladderhr.ca |
