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Client Services Specialist – Investments
People Corporation. Process contributions and redemptions into existing client accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Investment Processing, with strong proficiency in Microsoft Office tools, particularly Excel, Outlook, and Word. Exhibits high attention to detail, organizational skills, and the ability to manage multiple tasks effectively in a client-focused environment.
Highest-signal resume keywords
Investment Processing ExperienceMicrosoft Office ProficiencyAttention To DetailOrganizational SkillsClient Service Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ProcessingMicrosoft ExcelMicrosoft OutlookMicrosoft WordTax Document PreparationFile ManagementData EntryAccount ManagementDocument SortingProspect Information Gathering
Soft Skills
Attention To DetailTime ManagementProfessional CommunicationProblem-SolvingTeam Collaboration
Industry Keywords
Financial ServicesKnow Your ClientRecurring ContributionsRedemptionsClient AccountsAsset TransfersOffice Administration
About the role
Key responsibilities & impact- Process contributions and redemptions into existing client accounts
- Manage changes to recurring contributions and redemptions (PAC/AWD changes)
- Update beneficiary information and Know Your Client records
- Provide statements and support clients with basic requests
- Work with associates to prepare tax documents for non-reg, corporate and income accounts
- Communicate with Quadrus and other fund company back offices to understand and complete processes
- Manage files and ensure documents are properly sorted in the file system
- Back up associates setting up new investment accounts and preparing/tracking asset transfers
- Contact prospects to gather information required for new opportunities
- Store prospect documents properly in the file system
Requirements
What you’ll need- Experience in Investment Processing
- Strong proficiency in Microsoft Office (Excel, Outlook, Word)
- High attention to detail and accuracy
- Strong organizational and time management skills
- Ability to manage multiple tasks and deadlines
- Professional communication and client service skills
- Ability to work both independently and within a team environment
- 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
Benefits
Comp & perks- 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
- Learn by working alongside our experts