Elevate client interactions as a Client Service Specialist in Markham, Ontario with a focus on professional front-desk operations. Your role centers on handling confidential matters and delivering top-tier client service in a sophisticated setting.
In this position, you will manage front-desk reception, greet visitors, and handle the Advisor's calendar. This detail-oriented role requires 1 to 3 years of experience in financial services administration. The ideal candidate thrives in a professional environment while managing time-sensitive tasks with discretion.
Key Responsibilities:
• Serve as the first point of contact for clients and visitors
• Manage the Advisor's calendar and schedule meetings
• Respond to client queries and oversee email communication
• Process account-related transactions and manage records
• Maintain office supplies and prepare meeting rooms
Requirements:
• 1 to 3 years in financial services or wealth advisory support
• Experience wi...