With close to 50 years of physician-focused experience, MD has one main goal: to help Canada physicians and their families achieve financial well-being. Our commitment to work/life integration, employee well-being and ongoing learning are key factors that contribute to our overall success.
For the sixth consecutive year, MD Financial Management has been recognized as one of the Achievers 50 Most Engaged Workplaces™ in North America. The annual award, given by Achievers—an industry-leading provider of employee recognition and engagement solutions—commends top employers that display leadership and innovation in engaging their workforces.
If you are 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 to join our Calgary based team.
The Client Service Specialist is responsible for providing administrative and operational support to assist Advisors in maintaining high standards for all clients.
What you will do:
Provide administrative support to Financial Consultants and Portfolio Managers
Respond effectively to all inquiries from current and prospective clients concerning MD products and services
Process trade requests and ensure all regulatory requirements are met
Work with other lines of business to arrange mutual client contact strategies
Partner with Financial Consultants and Portfolio Managers in booking meetings for existing clients to ensure in-house and road-trip schedules are full
Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD Management service standards are being met in a timely matter
Provide expertise, support and participate in the research of complex client issues
Update database for all client contact, ensuring that all client information and notes are recorded correctly
Maintain monthly compliance related tasks as required
Book client appointments
Track IPS expiry dates
Make Annual Review client calls and/or send reminder emails
Keep current of marketing initiatives
Participate in short-term and ongoing projects as required
Respond to last minute requests from advisor during client meetings
What you need:
Community college diploma in Business Administration or equivalent
Three plus years’ experience in an administrative or clerical position, preferably with a financial services company
IIROC licensed through the 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
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.