Respond promptly and effectively to requests from clients, private portfolio managers, trustees, etc.;
Oversee the opening and updating of existing accounts in our systems and other departments;
Assist private portfolio managers in performing all tasks related to CRM activities;
Ensure that all reports and documents presented to clients reflect information that is both complete and of the highest quality, and are produced within the required timelines;
Prepare and print documents (i.e. letters, presentations, etc.) required for client meetings;
Collaborate with other team members in joint projects (business development, special events, process improvement, etc.).
● 职位要求：
工商管理、商务或相关专业本科以上学历;
注册或完成IFIC/ CSC是一项资产;
至少5年客户服务或项目组合管理支持功能的相关经验;
有金融服务业工作经验;
熟悉投资行业和金融市场;
出色的人际交往能力和客户服务能力;
注重结果，有能力在压力下工作和管理优先事项;
较强的分析能力和对细节的关注;
独立工作能力强，具有团队精神;
熟练掌握Word、Excel、PowerPoint、Outlook等办公软件;
良好的法语和英语口头和书面沟通能力。
● Requirements：
Bachelor’s degree in Business Administration, Commerce or related field;
Enrollment or completion of IFIC/ CSC is an asset;
Minimum 5 years of relevant experience in a client service or portfolio administration support function;
Previous experience within the financial services industry;
General knowledge of the investment industry and financial markets;
Exceptional interpersonal skills and customer service;
Results-oriented, ability to work under pressure and manage priorities;
Strong analytical skills and attention to detail;
Ability to work independently but also essential to be a team player;
Advanced knowledge of Microsoft Word, Excel, PowerPoint and Outlook;
Excellent verbal and written communication skills in both French and English.