Job Title Client Service Associate Full/Part Time Full-Time Regular/Temporary Regular Location London, Ontario
Posting Period September 13, 2021 – September 24, 2021
About SPM Financial
SPM Financial is a boutique financial services firm based in London, Ontario. We specialize in financial planning, investment management, group benefits (through SPM Benefits), and estate planning for families and business owners across Canada.
Our team is comprised of eleven financial advisors, including five principal partners, and backed by a professional team of administrators and managers who each have specialized skills in specific product lines.
Whether our clients are seeking a full financial plan or just advice in one area, we aim to help educate so they can make decisions that work towards achieving their financial goals.
The Client Service Associate is responsible to provide individual insurance and investment sales and service support to new and existing clients. The Client Service Associate works as an assistant to an assigned advisor or group of advisors to support the achievement of the advisor’s sales and business goals and provides excellent client experiences.
The job is accountable to document all client-related activity in the Client Relationship Management (CRM) software and to track and report on tasks.
Successful completion of a post secondary diploma in Office Administration, Business, or related program
Up to two (2) years previous related experience in a financial advisory services firm
Life Licensed Qualification Program (LLQP) licensed
Canadian Investment Funds Course (CIFC), preferred
Mutual Fund Dealers Association of Canada (MFDA) Mutual Fund license, an asset
Knowledge of individual life, disability, and critical illness insurance administration
Knowledge of investment administration, including RESPs, RRSPs, RDSPs, LIRAs, RRIFs, LIFs, GICs, TFSAs, and non-registered accounts
Solid understanding of industry compliance regulations & requirements
Demonstrated basic to intermediate level proficiency in Microsoft Word, Excel, Outlook, Adobe pdf, and an aptitude for learning new technology
Demonstrated experience with Customer Relationship Management (CRM) software (ex. Sage)
Experience with Microsoft Teams, Zoom, or similar video conferring software, preferred
Experience with DocuSign or similar secure digital signature software, preferred
Professional demeanour and friendly approach with clients and team members, in person, on the phone, and over email
Excellent verbal and written communication skills and interpersonal skills
Acts with tact and discretion
Demonstrated commitment to delivering exceptional client experiences; investigates and responds to issues promptly
Accurate with a high attention to detail
Strong organizational skills with ability to prioritize
Able to work in a fast-paced, dynamic environment juggling multiple priorities
Applies sounds judgement and recommends solutions to problems
Self-directed, able to work well independently
Collaborative team player, works with coworkers and advisors to provide seamless service; willing to step in to help coworkers during peak periods
Flexible and adaptable; able to work with a variety of team members, demonstrates respect for individual differences and diverse perspectives
Demonstrates ability to be open to and adapt to change
Demonstrates critical thinking, questions and challenges own thoughts, ideas, and assumptions and respectfully challenges those of others
Takes responsibility for, and admits mistakes, rectifies, and reflects on the learning experience
Possesses a continuous process improvement mindset, able to identify inefficiencies with processes and recommend improvements, documenting and updating standard operating procedures
Demonstrated commitment to lifelong learning and self-development
Punctual and reliable with strong attendance history
What We Offer
Vacation and paid time off
Work from home policy
Opportunities for continuous learning and development
A dynamic work environment with a team that will make you feel welcome and valued
How to Apply
Qualified applicants are invited to email their resume and cover letter in confidence to Tracey Schinkelshoek, Human Resources and Operations Leader at firstname.lastname@example.org
SPM Financial is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Please notify us if you require an accommodation and we will work with you to meet your needs through the recruitment process.
We thank all applicants for their interest in a career at SPM. Only those applicants selected for an interview will be contacted.
Successful candidates, as a condition of job offer, will be required to provide a satisfactory criminal background check and credit check.
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