Are you ready to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?

We’re looking for a client service team collaborator to:

• Support client advisors in delivering exceptional client service and experience
• Be a point-of-entry contact for clients with account queries or orders, stock orders, payments, credits, etc.
• Assist with account opening, onboarding, due diligence and monitoring activities
• Be a point of entry for client calls
• Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
• Meet challenges with a positive attitude and a can do mentality.