Demonstrates strong customer focus and effective communication skills while providing business development support and maintaining client relationships. Proficient in identifying operational risks and opportunities for improvement, with a commitment to delivering quality service.

Highest-signal resume keywords

Customer FocusEffective CommunicationBusiness Development SupportOperational Risk IdentificationFrench Language Proficiency

About the role

Key responsibilities & impact

Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
Provide administrative, customer service and business development support to investment advisors and the team
Respond to client information requests regarding accounts and the firm's products and services
Conduct research and follow up as needed to deliver quality service
Forward requests to the appropriate person
Help members/clients choose and use tools and channels based on their desired independence and automation
Take phone calls and handle information requests
Help identify operational risks and opportunities for improvement

Requirements

What you’ll need

Attestation of Collegial Studies
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Action OrientedInterpersonal SavvyNimble LearningSituational Adaptability

Certifications & Qualifications

Attestation Of Collegial Studies

Industry Keywords

Securities ProductsClient Relationship ManagementInvestment AdvisorsBusiness RelationshipsCustomer Service