Peacock Sheridan Group Hiring for Client Service Associate at Kelowna, BC Full Time

Peacock Sheridan Group, a well-established, financial planning firm located in Kelowna BC, has an exciting opportunity for a Client Services Associate who can provide outstanding organizational and administrative support to a Financial Advisory Team. This is an excellent position for someone seeking a high level of responsibility and wishing to obtain a first-class experience in the financial planning industry.

Duties and Responsibilities:

You will provide service and sales support to Financial Advisors, responding effectively to all inquiries from current and prospective clients concerning PSG products and services, and facilitating contact and opportunity management.

• You will be accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests as directed by Advisors.
• You will establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance.
• Maintain strong client file updating, notes and follow up through CRM software
• You will play an important role in booking on-site and virtual client meetings, preparing files, sending meeting reminders, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding PSG services.
• You will process documentation related to new accounts and trade requests, input transaction requests as required, confirming all regulatory requirements are adhered to.
• You will use your knowledge of PSG services to identify opportunities, anticipate client needs, and partner with other lines of business to arrange mutually beneficial client contact strategies.
• You’ll support and participate in the research and resolution of a variety of complex client concerns as well as contributing to special projects, as required.
• You will ensure that monthly compliance-related tasks are completed efficiently.
• You will liaise with Accountants and third parties to provide tax documents or statements as requested.
• General office duties, including reception coverage as required.

Skills and Requirements:

• Post-secondary degree (BCom/BBA) or Financial Management Diploma would be an asset

• Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or securities license would be an asset.

• Excellent typing and computer skills – MS Office, database experience

• Proven strong organizational and time management skills

• Detail-oriented with aptitude for numbers

• Ability to multitask and prioritize to meet deadlines in a fast-paced environment

• Exceptional customer service and communication skills

• Ability to work independently and as a team member

• Financial planning, mutual funds, securities, and life insurance knowledge an asset

• Strong desire to help people

We strive for a workplace that builds a better future for our clients and for our team members. Our compensation package includes:

Competitive salary

Extended health benefits package

Ongoing growth opportunities

Job Type: Full-time

Salary: $45,000.00-$70,000.00 per year

Benefits:

• Dental care
• Extended health care
• On-site parking

Flexible language requirement:

• French not required

Schedule:

• 8 hour shift

Education:

• Secondary School (preferred)