Job Role: Client Services Liaison
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* Ongoing follow-up and research related to financial advice provided to clients is a critical responsibility of this position.
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* Meeting coordination, including diary management, requires strong organizational skills.
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* Database management and document management, including filing, are essential duties for the role.
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* Process improvement and implementation enable our team to stay up-to-date with industry best practices.
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* General administration tasks, as required, will be performed by the successful candidate.
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Requirements:
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* Strong computer skills, including intermediate to advanced knowledge of Microsoft Word, Excel, and Outlook, are necessary for success in this role.
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* Attention to detail and ability to build relationships with clients are key aspects of the job.
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* Excellent customer service skills are vital in providing a high level of support to our clients.
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* Background in financial planning and/or the banking arena is advantageous but not essential.
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* Students studying finance/business/accounting are encouraged to apply as they may have relevant skills and knowledge.
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