Client Services Specialist - Investments
Reginaonsitemid$50K – $60K
Posted 2 days ago · via Workday
About this role
We are hiring a Client Services Specialist - Investments to join our Beyond Wealth Management team in Regina, SK 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…
Read the full description on 315 Life Benefit Solutions's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Regina. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included