job details
summary
- Markham, Ontario
- $50,000 - $60,000 per year
- Permanent
- sectorAdministrative Support
- reference number4HVD94QSTFEN
job details
We are hiring a Client Service Specialist for one of our client located in Markham, Ontario. This is a high-trust, detail-driven role designed for a professional who thrives in a sophisticated advisory environment and takes pride in delivering a polished, welcoming experience. Because you will manage front-desk operations and serve as the face of the practice, your role is essential in maintaining the firm’s professional reputation. It requires someone who takes full ownership of their responsibilities, exercises sound judgment, and remains comfortable handling confidential and time-sensitive matters independently
...
Advantages
Competitive base salary complemented by a performance-based bonus structure.
Comprehensive group benefits plan, including extended health, dental, and life insurance.
Access to paramedical services such as massage, physiotherapy, and chiropractic care.
Two weeks of paid vacation per year plus statutory holidays.
Opportunity for structured learning and long-term career advancement within the financial services sector.
Responsibilities
Serve as the first point of contact for clients and visitors, managing front-desk reception and greeting office guests.
Manage the Advisor's professional calendar by scheduling in-person and virtual meetings and sending timely reminders.
Oversee the Advisor's email inbox, flagging urgent items and responding to basic client queries.
Execute administrative tasks including opening new accounts, processing fund deposits/withdrawals, and reviewing daily cash transactions.
Prepare comprehensive portfolio review packages and maintain accurate, up-to-date client records.
Manage insurance tasks such as checking company portals, sending premium reminders, and running basic quotes.
Maintain office order by ordering supplies and preparing client meeting rooms.
Qualifications
1 to 3 years of experience in financial services administration or wealth advisory support.
Previous experience using CRM platforms and specialized financial software.
Experience with Dataphile and Croesus is strongly preferred and considered a significant asset.
Successful completion of a background verification process, including credit and criminal record checks.
Ability to work full-time in a professional office setting in Markham, ON.
Skills
Exceptional attention to detail and organizational capabilities in a fast-paced environment.
Strong verbal and written communication skills to effectively engage with high-net-worth clients.
Professional and client-focused demeanor with a proactive "ownership" mindset.
Proficiency in Microsoft Office Suite, specifically Outlook, Word, and Excel.
Ability to handle confidential financial data and time-sensitive matters with absolute discretion.
Summary
If you meet the above-listed criteria, register for a Randstad account online if you have not yet registered, and please apply directly online. We appreciate all applicants and those interested in this opportunity, however only those with relevant experience will be considered.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
We are hiring a Client Service Specialist for one of our client located in Markham, Ontario. This is a high-trust, detail-driven role designed for a professional who thrives in a sophisticated advisory environment and takes pride in delivering a polished, welcoming experience. Because you will manage front-desk operations and serve as the face of the practice, your role is essential in maintaining the firm’s professional reputation. It requires someone who takes full ownership of their responsibilities, exercises sound judgment, and remains comfortable handling confidential and time-sensitive matters independently
Advantages
Competitive base salary complemented by a performance-based bonus structure.
Comprehensive group benefits plan, including extended health, dental, and life insurance.
Access to paramedical services such as massage, physiotherapy, and chiropractic care.
Two weeks of paid vacation per year plus statutory holidays.
Opportunity for structured learning and long-term career advancement within the financial services sector.
Responsibilities
Serve as the first point of contact for clients and visitors, managing front-desk reception and greeting office guests. ...
Advantages
Competitive base salary complemented by a performance-based bonus structure.
Comprehensive group benefits plan, including extended health, dental, and life insurance.
Access to paramedical services such as massage, physiotherapy, and chiropractic care.
Two weeks of paid vacation per year plus statutory holidays.
Opportunity for structured learning and long-term career advancement within the financial services sector.
Responsibilities
Serve as the first point of contact for clients and visitors, managing front-desk reception and greeting office guests. ...
Manage the Advisor's professional calendar by scheduling in-person and virtual meetings and sending timely reminders.
Oversee the Advisor's email inbox, flagging urgent items and responding to basic client queries.
Execute administrative tasks including opening new accounts, processing fund deposits/withdrawals, and reviewing daily cash transactions.
Prepare comprehensive portfolio review packages and maintain accurate, up-to-date client records.
Manage insurance tasks such as checking company portals, sending premium reminders, and running basic quotes.
Maintain office order by ordering supplies and preparing client meeting rooms.
Qualifications
1 to 3 years of experience in financial services administration or wealth advisory support.
Previous experience using CRM platforms and specialized financial software.
Experience with Dataphile and Croesus is strongly preferred and considered a significant asset.
Successful completion of a background verification process, including credit and criminal record checks.
Ability to work full-time in a professional office setting in Markham, ON.
Skills
Exceptional attention to detail and organizational capabilities in a fast-paced environment.
Strong verbal and written communication skills to effectively engage with high-net-worth clients.
Professional and client-focused demeanor with a proactive "ownership" mindset.
Proficiency in Microsoft Office Suite, specifically Outlook, Word, and Excel.
Ability to handle confidential financial data and time-sensitive matters with absolute discretion.
Summary
If you meet the above-listed criteria, register for a Randstad account online if you have not yet registered, and please apply directly online. We appreciate all applicants and those interested in this opportunity, however only those with relevant experience will be considered.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
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