Senior Client Service Associate

Résumé du poste

Deliver exceptional client service and manage the onboarding process for new clients. Provide administrative, marketing, and sales support to Portfolio Managers while managing registered plan contributions and transfers.

Détails du poste

About Genus Genus is an independent investment counseling firm managing over $2.2 billion in assets on behalf of pension funds, endowments, trusts, foundations, and individuals across Canada. Since 1989, we’ve been delivering innovative investment solutions to both institutions and families. For clients seeking to align their investments with their values, Genus offers a range of climate-friendly strategies grounded in environmental, social, and governance (ESG) principles — including our flagship Genus Fossil Free strategies. We also provide high-impact investment options that focus on global companies driving positive environmental and social change, while aiming to deliver strong long-term returns. With offices in Vancouver and Toronto, Genus remains proudly independent and committed to helping our clients build a better future — financially and sustainably. Job Purpose You will be a member of a collaborative, client-focused team, and contribute through strong communication and problem-solving abilities. This role involves delivering exceptional client service while providing administrative, marketing, and sales support to Portfolio Managers. You will also support overall team performance by mentoring and assisting colleagues, ensuring tasks are completed accurately, efficiently, and within deadlines. This is a full time hybrid role. Salary range $65,000 to $80,000. Competitive benefits package Principal Accountabilities 1. Deliver a superior client experience by assisting clients and SOIs, earning their trust by responding to requests and questions in a timely manner. 2. Drive and take ownership of the onboarding process to ensure a seamless and positive start to the client relationship. 3. To communicate and work with Portfolio Managers and Associates to resolve any critical issues. 4. To assist in the production, mailing and tracking of quarterly reports and other marketing materials. 5. To administer client Registered Plan contributions, payments, transfers and withdrawals. 6. Maintain all pending plan transfers to ensure proper settlement and delivery. 7. Utilize contact management system for daily task management and client record-keeping. 8. Work with internal operational teams to resolve issues that may arise and respond to client inquiries 9. Understand the platform of investment products and services, enabling you to service clients 10. Undertakes and executes project work as directed fitting it in with own workload, to ensure that all own and project/strategic plan deliverables are met. Experience/Qualifications Preferred 3+ years of related or transferable work experience Able to communicate with clients about financial and taxation issues Extensive Microsoft Word, Excel and Powerpoint experience including formatting, charting, importing charts and pictures. SalesForce experience University degree or equivalent Canadian Securities Course Job Competencies Required In depth experience and knowledge of the administration of registered plans such as RRSPs, RRIFs, LIFs, TFSAs RESPs etc. Good judgment coupled with the ability to set clear expectations and make sound decisions Ability to prioritise and multi-task including superior time management skills Ability to thrive in a fast paced, high-demand environment Excellent attention to detail including strong numeracy skills Experienced working independently, as well as in partnership with other team members Genus Core Competencies Positive and energetic approach to work Flexible, innovative and open to change Professional, organized, reliable and committed to quality of output Team oriented, respectful of others, adds to success Problem solving, sound decision making, good judgment Excellent written and verbal communication skills Technology driven

Ce que vous ferez

Deliver exceptional client service and manage the onboarding process for new clients. Provide administrative, marketing, and sales support to Portfolio Managers while managing registered plan contributions and transfers.

Exigences

Requires 3+ years of related experience and a university degree or equivalent, preferably with the Canadian Securities Course. Must have in-depth knowledge of registered plans like RRSPs and TFSAs and proficiency in Salesforce and Microsoft Office.

Avantages

• Competitive Benefits Package

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Microsoft Excel · Souhaitée
• Communication · Souhaitée
• Microsoft Word · Souhaitée
• Salesforce · Souhaitée
• Onboarding · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Service
• Onboarding
• Registered Plan Administration
• SalesForce
• Microsoft Excel
• Microsoft Word
• Microsoft PowerPoint
• Time Management
• Problem Solving
• Communication
• Numeracy
• Investment Product Knowledge

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Management & Leadership
• Environmental & Sustainability