Full-Time Customer Service Specialist

We are hiring a Client Service Specialist for one of our client located in Markham, Ontario. Because you will manage front-desk operations and serve as the face of the practice, your role is essential in maintaining the firm’s professional reputation. Competitive base salary complemented by a performance-based bonus structure.
Comprehensive group benefits plan, including extended health, dental, and life insurance.
Two weeks of paid vacation per year plus statutory holidays.
Opportunity for structured learning and long-term career advancement within the financial services sector.
Serve as the first point of contact for clients and visitors, managing front-desk reception and greeting office guests.

Manage the Advisor's professional calendar by scheduling in-person and virtual meetings and sending timely reminders.
Oversee the Advisor's email inbox, flagging urgent items and responding to basic client queries.
Execute administrative tasks including opening new accounts, processing fund deposits/withdrawals, and reviewing daily cash transactions.
Maintain office order by ordering supplies and preparing client meeting rooms.
1 to 3 years of experience in financial services administration or wealth advisory support.
Previous experience using CRM platforms and specialized financial software.
Experience with Dataphile and Croesus is strongly preferred and considered a significant asset.
Successful completion of a background verification process, including credit and criminal record checks.
Ability to work full-time in a professional office setting in Markham, ON.
Strong verbal and written communication skills to effectively engage with high-net-worth clients.
Proficiency in Microsoft Office Suite, specifically Outlook, Word, and Excel.
Ability to handle confidential financial data and time-sensitive matters with absolute discretion.
If you meet the above-listed criteria, register for a Randstad account online if you have not yet registered, and please apply directly online. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
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