Client Services and Compliance Coordinator

Step into the role of Client Service Administrator, delivering excellence in client service within a remote or hybrid framework. Your focus will be on onboarding and maintaining compliance for client accounts. In this permanent position, you'll play a crucial role in supporting investment operations and ensuring a seamless client experience.

Your administrative expertise will help maintain databases, manage service requests, and communicate effectively with clients. Perfect for those aspiring to progress in the investment advisory field. Key Responsibilities:

• Assist in client onboarding and KYC updates
• Manage service requests and client communications
• Coordinate with compliance teams on procedures
• Conduct audits for registered account compliance
• Implement client outreach strategies Requirements:
• Background in investment industries, understanding of taxes
• Administrative experience preferred with CIRO
• Proficient in Microsoft Office and CRM systems
• Excellent communication skills and attention to detail
• Securities license or exam completion is a bonus Leverage your operational skills to ensure exceptional client service and compliance.