MD Financial Management Inc. Moncton, NB, Canada
20 Mar, 2018Permanent - Full time
Why Join Us? At MD FinancialManagement, we have one mandate: to help Canadian physicians achieve financial well-being by focusing on their distinctive needs and operating in their best interests. Our commitment to work/life integration, employee well-being and ongoing learning are also key factors that contribute to our overall success. Who is MD? We are proudly owned by the Canadian Medical Association (CMA) We have more than 45 years of physician-focused experience We have a network of offices situated from coast to coast We have more than $41 billion in assets under administration Our MD Financial Management Advisors and teams of experts provide comprehensive financial plans, advice and solutions specific to our clients needs at every stage of their career, from medical school to practice and through retirement. MD Financial Managements Advisors work on salary, not commission - without incentives to sell any particular product, our Advisors provide objective advice that is in our clients best interests. If you're a results-driven, enthusiastic and technology-savvy team player, you'll thrive in our dynamic, flexible and collaborative environment. We have an immediate opening for a talented, enthusiastic and client-focused Client Service Specialist for our growing Moncton based team. What you will do: Provide administrative support to Financial Consultants and Portfolio ManagersRespond effectively to all inquiries from current and prospective clients concerning MD products and servicesProcess trade requests and ensure all regulatory requirements are metWork with other lines of business to arrange mutual client contact strategiesPartner with Financial Consultants and Portfolio Managers in booking meetings for existing clients to ensure in-house and road-trip schedules are fullMaintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD Management service standards are being met in a timely matterProvide expertise, support and participate in the research of complex client issuesUpdate database for all client contact, ensuring that all client information and notes are recorded correctlyMaintain monthly compliance related tasks as requiredBook client appointmentsTrack IPS expiry datesMake Annual Review client calls and/or send reminder emailsKeep current of marketing initiativesParticipate in short-term and ongoing projects as required Respond to last minute requests from advisor during client meetingsProvide Reception coverage What you need: Community college diploma in Business Administration or equivalent Three plus years' of experience in an administrative or clerical position, preferably with a financial services company Must be IIROC licensed or be willing to become licensed within 12 months of hire through completion of the Canadian Securities Course (CSC), and the Conduct and Practices Handbook for Securities Industry Professionals (CPH) Proficient in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook Working knowledge of RRSPs, RRIFs, RESPs, mutual funds and other investment products Working knowledge of CRM2 What you bring: Dedication to client service Strong attention to detail and follow-through skills Excellent verbal and written communication skills Demonstrated pro-activity and initiative Ability to work independently Strong team player Ability to manage multiple priorities in a fast paced environment Ability to effectively manage change Results-oriented What Success Looks Like: You are passionate about the MD value proposition and actively look to acquire new clients. You are constantly learning and honing your skills. You are technology savvy and endeavour to find new and exciting ways to use technology in the servicing of your client. You feel rewarded and recognized in a way that inspires you to do your best work. An offer of employment is conditional on MD receiving satisfactory employment checks including criminal, credit, civil, regulatory (as applicable) and reference checks. For those roles with licensing requirements, a copy of your transcript must be submitted with your application. MD Financial Management will accommodate people with disabilities during the recruitment and hiring processes.