PIC Private Client Service Associate

PIC Private Client Service Associate

Requirements

• Undergraduate degree or community college diploma preferred
• 2 years of relevant work experience
• Completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset
• Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Responsibilities

• Assist Portfolio Manager(s) in preparing for client meetings by arranging required documentation
• Craft reports for analysis of client accounts
• Accept/create leads and ensure administrative documentation and lead coding
• Provide a high level of organization for your designated branch by excelling at administration
• Prioritize and handle your own workload to meet service level agreements requirements for service and productivity
• Ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate
• Be knowledgeable of, adhere to and complete required practices and procedures in a timely manner
• Maintain a culture of risk management and control, supported by effective processes
• Participate fully as a member of the team, suggest improvements and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank

Preferred Qualifications

• Completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset