Job ID:  26042271

Company:  Planningteam Financial Advisors

Application Type:  Seeking Full-time (post graduate opportunities)

Job Title:  Client Service Associate

Description:  Our growing company is searching for a Client Service Associate who can offer reliable support to our team. This person is responsible for performing a number of administrative duties. The ideal candidate is highly self-motivated, professional and capable of managing their work load and prioritizing tasks in a fast-paced environment. Candidate should have the ability to multi-task and switch focus quickly. Must be proficient in computer programs including Microsoft Office programs. This position will take incoming calls from clients who need assistance with their account. Must be able to expedite trades orders from clients in a timely manner. Follow-up with clients on the telephone for administrative purposes. This is an excellent opportunity to join a growing company. Experience preferred but not required.

Application Instructions:
Email resume to Darcy Salter at darcy.salter@planningteam.com