Client Services Coordinator
Location: Courtice, Ontario
Hours: Monday to Friday, 9:00 a.m. to 4:00 p.m.
Vacation: 3 Weeks Paid Vacation
Salary: $45,000-$50,000 CAD
About the Role
We are a growing financial services office seeking a dedicated and reliable Client Services Coordinator to join our team. This position combines client service, administrative support, and office coordination. Training will be provided, and there are opportunities for future growth in both compensation and responsibilities.
Responsibilities
- Provide exceptional service to clients and visitors
- Answer incoming calls and make outbound client service calls
- Draft correspondence and other business documents
- Schedule appointments, meetings, and events
- Maintain accurate client records and documentation
- Support advisors and team members with administrative tasks
- Assist with CRM and office management systems
- Help maintain a clean, organized, and professional office environment
- Perform general office duties and special projects as required
Qualifications
- Previous experience in administration, customer service, or a related role
- Strong communication and interpersonal skills
- Excellent organizational and time-management abilities
- High attention to detail and accuracy
- Ability to prioritize tasks and multitask effectively
- Proficiency with Microsoft Office and general office technology
- Experience in financial services or wealth management is considered an asset
- Post-secondary education in Business, Finance, Administration, or a related field is an asset
What We're Looking For
The ideal candidate is professional, organized, client-focused, and enjoys working in a team environment. They are comfortable handling confidential information and committed to delivering an outstanding client experience.
- Apply today to join a growing team with long-term career opportunities.
