Client Services Specialist - Investments

The Client Services Specialist - Investments will:

Client service for existing accounts:

• Process contributions and redemptions into existing client accounts

• Changes to recurring contributions and redemptions (PAC/AWD changes)

• Changes to beneficiary information

• Changes to Know Your Client updates

• Provide statements and support to clients for basic requests

• Work with associate to prepare tax documents for non-reg, corporate and Income accounts (t-slips, capital gain/loss reports, etc.)

• Communicate with Quadrus and other fund company back offices to understand and complete processes

• File management to ensure all documents properly sorted in file system

Support advisors in new sales:

• Back up support for Associates to set up new investment accounts and prep/track assets transfers into new and existing investments accounts

• Reach out to prospects to gather information required for new opportunities

• File management to ensure all prospect documents properly stored in file system

To be successful as a Client Services Specialist - Investments with Beyond Wealth Management, you will need:

• Strong proficiency in Microsoft Office (Excel, Outlook, Word) 

• High attention to detail and accuracy 

• Strong organizational and time management skills 

• the ability to manage multiple tasks and deadlines 

• Professional communication and client service skills 

• the ability to work both independently and within a team environment

• To be proactive and reliable 

• Strong problem-solving abilities 

• Positive, client-focused mindset 

• Willingness to learn and grow within the financial services industry

• Post-secondary education considered an asset

• Previous office administration experience considered an asset

   

What's in it for you:

• Learn by working alongside our experts

• Extended health care and dental benefits

• A retirement savings plan with company contributions

• A suite of Health & Wellness offerings

• Mental Health programs and support for you and your family

• Assistance for the completion of industry designations

• Competitive compensation

Beyond Wealth was founded in 2011 by Leander Dueck. Prior to founding Beyond Wealth, Leander spent nearly 15 years working at Great West Life, and many of those years as a Senior Vice-President. However, Leander’s desire for making an impact with business owners and their families led him to leave the corporate hallways and begin Beyond Wealth Management. Today, the entrepreneurial passion and leading financial experience the Beyond Wealth Team offers, has allowed Beyond Wealth to rise as a leader in the industry and offer unprecedented expertise for business owners, professionals and transitioning businesses.

Beyond Wealth specializes in helping you clarify your goals and develop strategies to maximize the wealth you’ve worked so hard to realize. We understand the needs and concerns of families of affluence and are distinctively equipped to help you maximize your equity and minimize your taxes. Our advisory will design and build your Beyond Wealth plan tailored to the unique needs of affluent business owners and professionals.

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to careers@peoplecorporation.com.

The base salary for this position is between $50,000 - $60,000 annually.

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.