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Position: Client Service Specialist

Company: Assante Wealth Management/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 Associate 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 is given to those with Canadian Securities Course 

 

Who are you? 

 

  • 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 

 

Your Skills:

 

  • You like people, you care about people, and it shows

  • You value establishing personal connections with people with a meaningful impact

  • Skilled written communicator to develop the content for 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.

 

Responsibilities and Activities:

 

  • 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 in meeting preparation

  • Coordinating team quarterly meeting activities and annual team retreat

 

Why Us? 

 

  • Because we are genuine and authentic and care about our team members’ career goals and well-being. 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

 

 

The Andrews Group values diversity.  We’re proud to be an equal-opportunity employer and welcome applicants from diverse backgrounds.   If a job applicant requires accommodation during the application or selection process, we will work with the applicant to meet the accommodation needs.


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