Client Service Specialist Job

Job Title: Client Service Specialist
Reporting to: Portfolio Manager, Wealth Manager
NOC Code: 12100 – Executive assistants
# of Openings: 1
Type of Position: Full-time, non-seasonal
No. of positions: 1
Term: Permanent
Language of work: English
Salary: $60,000.00 CAD per annum
Benefits: Comprehensive health benefits package, 15 days of paid vacation per year, discretionary bonus
Travel: N/A
Hours: 30 hours per week
Employer: Consenheim Insurance & Investment Services Ltd.
Business Address: 562 Lorne St, Kamloops, British Columbia, V2C 1W3
Work Location: 562 Lorne St, Kamloops, British Columbia, V2C 1W3
Website address: https://www.consenheim.ca/
Contact email: [email protected]

Description of Company:

Consenheim Insurance & Investment Services Ltd. (“Consenheim Wealth Management”) is a wealth management firm aligned with Raymond James Ltd. Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF).

Consenheim Wealth Management combines an experienced and independent office with the depth and stability of a national partner, Raymond James, and provides clients a comprehensive business approach to its client base.

Our clients include business owners, healthcare professionals, corporations, endowments and foundations as well as family and individuals. While our clients encompass a wide range of ages and occupations, what really makes each client different from the next is that no two clients have the same goals, needs or situation. We develop personalized plans for every client and ensure it is tailored to their needs and context.
For more information about Consenheim Wealth Management, please visit our website: https://www.consenheim.ca/.?
Job Summary:
Consenheim Wealth Management is seeking an experienced Client Service Specialist to provide senior administrative support to the Portfolio Manager and advisory team. Working in a fast-paced wealth management practice serving high-net-worth individuals and families, the successful candidate will coordinate executive schedules, manage confidential client records, oversee administrative processes, facilitate client communications, and assist with the efficient delivery of wealth management and financial planning services.
Duties and responsibilities may include some or all of the following:

Provide executive administrative support to the Portfolio Manager and advisory team members by coordinating daily activities, managing competing priorities, and ensuring the efficient operation of the practice.
Manage multiple calendars, schedule client meetings, coordinate appointments, and organize travel and other business commitments as required.
Prepare, review, proofread, and distribute correspondence, reports, presentations, meeting materials, and other business documents.
Coordinate client onboarding, account opening documentation, transfers, and follow-up activities while ensuring documentation is complete and compliant with internal policies and regulatory requirements.
Maintain confidential client records, CRM databases, investment documentation, and electronic filing systems, ensuring the accuracy and integrity of client information.
Serve as a primary point of contact for clients by responding professionally to inquiries received by telephone, email, and in person, resolving administrative matters, and escalating issues where appropriate.
Liaise with financial institutions, insurance providers, Raymond James internal departments, and other third parties regarding administrative matters, client documentation, and account servicing.
Coordinate and improve administrative procedures, workflows, and office systems to support efficient business operations.
Monitor administrative deadlines, outstanding documentation, compliance requirements, and follow-up activities to ensure timely completion of client files.
Assist with the preparation and submission of documentation relating to investment accounts, insurance products, and other financial services.
Utilize Microsoft Office and CRM systems to manage correspondence, complex calendar functions, client communications, reporting, mail merges, and workflow management.
Assist in organizing client appreciation events, educational seminars, marketing initiatives, and other business development activities.
Support approved marketing initiatives, including coordinating client communications, email campaigns, and social media content consistent with corporate policies.
Provide administrative guidance and support to other team members and assist with office administration as required.
Carry out investment orders by purchasing and selling stocks, bonds, treasury bills, mutual funds, and other securities at the instruction of clients in accordance with the Portfolio Manager's instructions, applicable authorizations, and industry regulations.
Monitor client investment portfolios and assist in ensuring investment transactions are completed accurately and in compliance with applicable securities legislation, Raymond James policies, and industry regulatory requirements.
Perform other executive administrative duties necessary to support the Portfolio Manager and the efficient operation of the wealth management practice.
Qualifications:

Completion of a Bachelor’s Degree education in business administration, finance, economics, commerce, or another related field.
A minimum of 2 years of experience providing administrative support within the financial services, wealth management, investment, banking, or insurance industry.
A minimum of 2 years of experience supporting senior professionals while managing multiple priorities in a fast-paced, client-focused environment.
A minimum of 2 years of experience coordinating executive calendars, client meetings, correspondence, and confidential business documentation.
Successful completion of the Canadian Securities Course (CSC) is required.
Successful completion of the Conduct and Practices Handbook (CPH) is required.
Demonstrated knowledge of Canadian securities industry regulations, wealth management practices, and investment administration is required.
Strong knowledge of office administration, client relationship management (CRM) systems, and electronic records management.
Advanced proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, with demonstrated experience managing complex calendars and professional business communications.
Excellent organizational, time management, and multitasking skills with exceptional attention to detail.
Excellent written and verbal communication skills in English.
Ability to exercise sound judgment, maintain confidentiality, and work independently with minimal supervision.
Strong interpersonal and client service skills, with the ability to build and maintain professional relationships with clients, colleagues, and external stakeholders.
Knowledge of investment administration, wealth management operations, or financial planning processes is considered a strong asset.
Familiarity with life insurance, disability insurance, or related financial products is considered an asset.

How to Apply:

Please forward your cover letter and resume by email to Ester Consenheim, at [email protected] with the heading “Client Service Specialist” in the subject line in order to be considered for the position. Please apply by email only.

We appreciate all expressed interest in this position, however, only the candidates selected for interview will be contacted.

Completion of a Bachelor’s Degree education in business administration, finance, economics, commerce, or another related field.
A minimum of 2 years of experience providing administrative support within the financial services, wealth management, investment, banking, or insurance industry.
A minimum of 2 years of experience supporting senior professionals while managing multiple priorities in a fast-paced, client-focused environment.
A minimum of 2 years of experience coordinating executive calendars, client meetings, correspondence, and confidential business documentation.
Successful completion of the Canadian Securities Course (CSC) is required.
Successful completion of the Conduct and Practices Handbook (CPH) is required.
Demonstrated knowledge of Canadian securities industry regulations, wealth management practices, and investment administration is required.
Strong knowledge of office administration, client relationship management (CRM) systems, and electronic records management.
Advanced proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, with demonstrated experience managing complex calendars and professional business communications.
Excellent organizational, time management, and multitasking skills with exceptional attention to detail.
Excellent written and verbal communication skills in English.
Ability to exercise sound judgment, maintain confidentiality, and work independently with minimal supervision.
Strong interpersonal and client service skills, with the ability to build and maintain professional relationships with clients, colleagues, and external stakeholders.
Knowledge of investment administration, wealth management operations, or financial planning processes is considered a strong asset.
Familiarity with life insurance, disability insurance, or related financial products is considered an asset.

Health/Dental Benefits, Paid Holidays, Vacations, and Sick Leave