OverviewTFI Financial Services Client Services Manager Full Time in Winnipeg, MB
TFI Financial Services
Branch Winnipeg MB CA
Client Services Manager
Execute trades and other financial transactions. Is currently looking for skilled, proactive, and motivated individuals in Winnipeg, MB….
TFI Financial Services Ltd. is currently looking for skilled, proactive, and motivated individuals in Winnipeg, MB. We want someone to play an integral role in our team by becoming our newest Assistant to the Financial Advisor or Client Services Manager. We offer a friendly and dynamic work environment where you can truly fulfill yourself. This is a great opportunity for candidates seeking a challenging and rewarding role!
The successful candidate will be required to provide high-level administrative support by handling private financial information, responding to client service requests, and performing clerical functions such as preparing trading documents & correspondence, receiving visitors, arranging client meetings both by phone and in person.
Answer telephones to direct calls or provide information.
Schedule client meetings.
Clerical or administrative activities.
Execute trades and other financial transactions.
Maintain client records.
Reading Comprehension – Understanding written sentences and paragraphs in work related documents.
Active Listening – Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and gathering information for the Advisor to review.
Speaking – Talking to others to convey information effectively.
Service Orientation – Actively looking for ways to help people.
Writing – Communicating effectively in writing as appropriate for the needs of the client.
Coordination – Working with the Advisor and other staff members to coordinate the best service outcomes for the client.
Time Management – Managing one’s own time and the Advisor’s. Should be organized and able to multi-task to meet deadlines.
Technology – Proficiency in Microsoft Excel & Word and the ability to learn new software.
This position offers an excellent opportunity to contribute to the success of a flourishing business. If your profile meets the aforementioned criteria, we would be pleased to have you on board!
We thank all applicants for their interest in this opportunity, however, only those selected for an interview will be contacted.
About TFI Financial Services
TFI Financial Services was established in 1981.We are an independent consulting firm providing Thorough, Focused and Integrated financial and estate planning services. TFI Financial Services assembles current planning ideas in use across the country from all disciplines to support its financial and estate planning advice. We strive to be creative in our planning, and provide strategies and products that are innovative and consumer accountable. We act as a valuable resource to legal and accounting professionals, as well as other investment and insurance professionals.
Employment Type: Full Time
Location: Winnipeg, MB, CA
Posted on: 2018-04-04