Client Services Co-opIntern (5-Month Contract)

THE OPPORTUNITYWe have a five (5) month opportunity for three (3) Client Services Co-op/Interns to join our award-winning firm in the Vancouver office. The co-op term is from April to August YOULL DOAs a Client Services Co-op/Intern you will work in a collaborative environment with various departments in our Client Services and Accounting teams (including Account Transfers Corporate Actions and Taxation Mutual Funds and GICs New Accounts & Documents Management Registered Accounts and Securities).You have the ability to work in a high-volume deadline-oriented setting while maintaining accuracy and a high level of client service. You thrive in an environment that requires juggling competing priorities and you are committed to operational excellence by going above and beyond your day-to-day administrative support and processing activities related to Client Services departmentsSupport Investment Advisors Assistants and other Client Services teams in a fast-paced service-driven environmentAdminister policies and procedures and adhere to department guidelinesEstablish work priorities to ensure deadlines are met and procedures are followedCOMPETENCIESAnalysis Able to gather and organize information from various sources to assist in problem solving or decision making identify obvious patterns or trends in data or from experiences contribute initial observations and ideas based on consideration of the situation and contextCoordination Able to assist in organizing basic tasks or activities gather and document information ensuring it is accessible and accurate follow instructions to support timelines and prioritize tasks within defined parametersCustomer Service Able to assist partners by answering basic inquiries and escalating issues in a friendly and empathetic manner follow internal policies and guidelines to process straightforward transactions capture and document relevant client information accuratelyOperational Policy & Procedures Able to follow basic organizational policies and procedures complete routine tasks as instructed demonstrate awareness of the importance of compliance and consistencyProject Management Able to assist with basic project tasks under guidance track project milestones and update stakeholders on progress demonstrate awareness of key project management principlesRegulatory Knowledge Able to identify and follow basic legal or regulatory requirements report potential compliance issues as directed demonstrate awareness of key regulations affecting the organizationSystems & Application Proficiency Able to use basic features of systems and applications to complete routine tasks report issues with systems and applications to appropriate teams demonstrate awareness of system and application capabilities and limitationsKNOWLEDGE AND EXPERIENCEPursuing post-secondary degree in Finance Accounting or Business12 years of customer service experienceKnowledge of financial services or investment industry is an assetStrong organizational and time management skills with the ability to prioritizemultiple and competing tasksStrong client services skills with a keen eye for detail and the ability to work efficiently and accuratelyExcellent verbal and written communication skillsReliable team player who enjoys collaborating with othersIntermediate proficiency in Microsoft 365WHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; and a variety of professional development opportunities to expand your career. This role has an expected rate starting at $24.00 per team is growing and weve got room for three more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role we invite you to submit a cover letter and resume by March 20 must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of are committed to creating an inclusive accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match whats needed to be successful in this role.