Company: Bechtel

Location: Toronto, ON

Job description: is our . They are what we believe, what customers can expect, and how we deliver. Learn more about our in our . Project Overview: Bechtel has a long… Project Team (IPT) comprising the customer, Metrolinx, and its Technical Authority (TA) for the Ontario Line Subway (OLS…
This content provides information about Bechtel’s project overview for the Ontario Line Subway project, which involves a project team comprising the customer, Metrolinx, and its Technical Authority. The content also discusses the company’s values and commitment to delivering high-quality projects.
Position: Client Services Coordinator

Location: Toronto, ON

Job Type: Full-time

Our client, a leading provider of wealth management services, is seeking a Client Services Coordinator to join their team in Toronto, ON. The successful candidate will be responsible for providing exceptional customer service to clients, assisting with account management and administrative tasks, and supporting the client services team.

Responsibilities:
– Respond to client inquiries via phone, email, and in-person meetings
– Coordinate client meetings, prepare meeting materials, and take meeting notes
– Assist with the onboarding process for new clients, including account set-up and paperwork
– Process client transactions and account changes accurately and efficiently
– Collaborate with internal teams to ensure client needs are met in a timely manner
– Maintain client records and files, ensuring all documentation is up-to-date and accurate
– Assist with special projects and initiatives as needed

Qualifications:
– Post-secondary education in business, finance, or a related field
– 2+ years of experience in a client services or administrative role
– Strong customer service skills with a focus on building relationships and providing value
– Excellent communication and interpersonal skills
– Ability to multi-task, prioritize work, and meet deadlines in a fast-paced environment
– Proficiency in Microsoft Office Suite and CRM systems
– Knowledge of wealth management or financial services industry is an asset

If you are a highly organized, detail-oriented individual with a passion for customer service, this could be the perfect opportunity for you. Apply now and take the next step in your career with a leading wealth management firm.

Expected salary:

Job date: Fri, 05 Jul 2024 00:50:46 GMT