Role: Client Service Associate – Maternity Leave
About The Andrews Group
Since 1987, Mike Andrews has had client service at the front of his mind. Mike’s goal then, and The Andrews Group’s goal today, is to have a significant, positive impact beyond just money in the lives of our clients; to help you have a genuine sense of freedom and security to do the things you want to do.
From a single individual to a thriving, multi-faceted team, The Andrews Group has succeeded based on our desire to consistently innovate, be different and be a leader in the industry, while always providing exemplary advice and client service. We want to make a difference in our clients' lives, freeing their time through our wealth planning services to allow them to do what they enjoy. We are always looking ahead so that our clients can enjoy the present and be prepared for the future.
Why This Role?
This in-office-only role is the “heartbeat” of the organization, and at its core it is the primary passion of the founding advisor. Developing deep human connections requires caring, empathy, curiosity, compassion, and trust. This role embodies the heart and soul of the organization and offers the team member an opportunity to see and feel firsthand the impact we have in a client’s life.
- This is a maternity leave role until June 1, 2027.
Key responsibilities include:
- Client Relations - Dedication to excellent client interaction combined with sincere appreciation for fostering trust and confidence. Includes proactive client service calls and celebratory life-events calls such as birthdays, anniversaries and welcoming new family members. Understanding the client, their family values and priorities on a very personal level.
- Client Communication and Services – Scheduling of appointments and coordination of client events. Awareness of communication around business development opportunities while communicating with clients.
- Marketing - Guide and coordinate our firm’s digital branding and client marketing/education initiatives with an eye towards client education in areas beyond “just finance”.
Attributes of the Ideal Incumbent
- Demonstrates professionalism through attire, communication, and discretion.
- Relationship-oriented with strong organizational and analytical skills.
- Respects and values the diversity of community and individuals.
- Displays an assertive and forthright style complemented by a welcoming, inclusive and caring disposition.
This role offers the opportunity to showcase both your interpersonal skills as well as technical and client relations.
Knowledge and Skills
- Exceptionally strong people/interpersonal/professional communication skills
- Genuine caring and empathy for people
- Proficient with the firm’s primary software technologies, including: Box, Salesforce and Microsoft Office
- Able to manage multiple projects simultaneously effectively and accurately
- Strong problem-solving skills
- Excellent written communication skills
- Strong time management skills, accurate, efficient work, and ability to meet deadlines
- Digital advertising and social media platforms knowledge
- Receptive to and appreciative of constructive growth feedback
The Andrews Group Offers its Employees
- A culture that is engaging, supportive and dynamic
- Free parking
How to Apply:
Interested applicants are invited to submit a resume and cover letter, including salary expectations, to [email protected].
The Andrews Group is committed to fostering a safe, respectful, diverse and inclusive workplace. We welcome applications from all qualified candidates.
Accommodations are available upon request throughout the recruitment and selection process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. Applicants requiring accommodation may contact [email protected] to discuss their needs confidentially.