Client Service Coordinator
Cornerstone Financial Management Inc.
Reports to: President
Primary location
Fully Remote (Work From Home)
Company Location
London, Ontario
Annual Salary
$58,000.00
Position Type
Full-Time, Permanent
Benefits
$1000.00 Health Spending Account
Hours per week
40 hours. Required availability – M-F 9am – 5pm.
Internal relationships
Working alongside financial advisors within the company. Communication with back offices and support organizations.
External relationships
Expectations to speak with clients and prospects.
Does this position require travel?
Limited travel requirements for internal meetings or client responsibilities.
Company Overview
Cornerstone Financial Management Inc. (Cornerstone) is a financial advisory firm providing financial planning, investment management and insurance services to individual clients. Our small, but mighty team of two (and soon to be three), offers independent and objective financial advice to our clients, and we take great pride in that. Our team-based approach can be boiled down to two main areas:delivering a personal and concierge experience for our clients and taking the time to build genuine relationships with each of them. Our approach brings our clients better long-term results and a more satisfying experience for them.
Position Overview
Our team is ready to take its next step by bringing on a Client Service Coordinator that cares for our clients in the same way that we do, and has a knack for detail. You’ll be a key contributor on our team that keeps the engine running with crucial tasks and details, supporting our team and clients alike. In simple terms, you’ll support the daily operations of our financial advisory practice, making a significant impact on our client experience. If you’re a strong communicator, have a high level of professionalism, and approachable, this role may be for you. As a Client Service Coordinator on our team, you’ll work with our team to drive client satisfaction and operational excellence, playing an integral part in helping clients achieve their financial goals.
Key Accountabilities
- Administrative Support ~ 45%
- Support financial advisors by scheduling appointments, preparing client documentation, and maintaining accurate records.
- Coordinate and manage calendars for financial advisors, ensuring efficient time management and prioritization of tasks.
- Prepare and organize meeting materials, including agendas, reports, and presentations for client and team meetings.
- Assist with the preparation and processing of client accounts, including account openings, transfers, and other financial transactions.
- Organize and coordinate client events, seminars, and webinars, including sending invitations, managing RSVPs, and arranging logistics.
- Prepare and distribute daily reporting and recurring weekly, monthly, and yearly tasks.
- Client Interaction ~ 20%
- Manage incoming and outgoing correspondence, including emails and phone calls, ensuring and accurate responses.
- Communicate directly with clients regarding meeting requests, appointment follow-ups, requested information, and additional tasks to support our advisors.
- Track all client interactions within our CRM.
- Data Management ~ 10%
- Maintain a well-organized filing system for both electronic and paper records, ensuring easy access and retrieval of information.
- Update and manage client information in our CRM system, ensuring data accuracy and confidentiality.
- Organize and keep company records and reference files up to date – monitoring and updating processes, recurring tasks, and client files.
- Compliance ~ 10%
- Support the compliance process by ensuring all client documentation meets regulatory standards and is properly filed.
- Work with back offices to ensure instructions submitted by the team are completed in compliance with regulations. Assist with the preparation and tracking of invoices, expense reports, and reimbursements.
- Transaction Processing ~ 5%
- Complete trades through our internal system, once given direction from financial advisors.
- Monitor client accounts, informing advisors of anything that may require action or attention.
Required Skills & Experience
- Minimum post-secondary degree or diploma, preferably in business, administration, or similar.
- Completion of Canadian Securities Course or willingness to obtain multiple courses required for securities licensing, an asset.
- Minimum of 5 years of experience in a customer service or administrative role, ideally within the financial services industry.
- Ability to work with clients, providing exceptional and consistent customer care.
- Strong organizational and multitasking abilities and exceptional verbal and written communication skills.
- High attention to detail and accuracy.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Familiarity with or previous experience using financial CRM systems is a plus.
- Maintain client confidentiality and security with respect to client information.
- Comfortable with daily internal video calls, phone calls, and emails to ensure strong team communication.
Submitting Your Application
- If you’re interested in joining our team, please apply directly to [email protected] with the subject line: Client Services Coordinator Application and include your resume.
Cornerstone Financial Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Job Types: Full-time, Permanent
Pay: $58,000.00 per year
Benefits:
- Dental care
- Extended health care
- Paid time off
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Bachelor's Degree (preferred)
Experience:
- Customer service: 5 years (preferred)
Work Location: Remote
