Advance your career with Dobson & Toncic as a Client Service Specialist based in Burlington, ON. Support the Senior Account Executive by managing client inquiries and preparing financial service proposals with precision.
As a vital member of our team, you will be tasked with processing confidential client information and maintaining accurate records in a secure database. This role's structure requires you to be in the office four days per week, plus some travel to meet clients. Your skills in time management and communication will shine in this collaborative environment.
Key Responsibilities:
• Provide confidential support to the Senior Account Executive
• Prepare and process financial services proposals on time
• Act as a quick-response point for client inquiries
• Enhance personal networks through educational workshops
• Maintain adherence to policies in financial operations
Requirements:
• Minimum 2 years of financial services experience
• Proficient in...