• Speak with clients for document approval
• Client onboarding processes via a CRM
• Update information required by HMRC and maintain the databases
• Work alongside the company partners to ensure all administration is kept compliant and up to date
• Outbound and Inbound telephone calls with clients, HMRC, and other professionals 
• Credit Control administration and client ID clarification
• Work on research and development and cross-functional projects
• Ensure the confidentiality of sensitive and protected information
• Helping with visas, booking accommodation and transport from overseas  
• Think critically and present solutions to Vice President and sales team
• Help sales team in preparing material for client meetings (PowerPoint/Reporting)

Skills: Client Communication, CRM Proficiency, Data Management, Compliance Assurance, Telephone Etiquette, Credit Control, Confidentiality Maintenance, Presentation and Reporting Skills

• Provide professional and friendly technical support via phone, email, and support tickets
• Enter, work, and close support tickets
• Troubleshoot and resolve client problems with PCC-provided hardware, operating systems, networks, and related products
• Advise clients in areas such as hardware selection, Internet and wide-area connectivity, remote office installations, and network planning
• Assist clients to coordinate PCC and vendor activities
• Perform scheduled and preventative maintenance on client networks
• Configure and ship servers and network hardware
• Travel to client locations to install servers, networks, and perform upgrades
• Rotate coverage for split/late shift and on-call, after-hours emergency support
• Help to improve technical documentation for staff and clients
• Assist Vice President with scheduling as well as setting up client meetings

Skills: Technical Support, Ticket Management, Hardware Troubleshooting, IT Consultation, Vendor Coordination, Network Maintenance, Hardware Configuration, Emergency Support

• Review all new wholesale applications to ensure all minimum approval requirements are met
• Work with assigned Account Executives / Production Coordinator to obtain any missing or additional information required for approval
• Recommend disposition of applications  
• Maintain wholesale databases used in application and approval of new applications and renewal of approved clients
• Coordinate training and onboarding of all new accounts
• Facilitate the processing and completion of clients pending renewal, including but not limited to working with production and or client to obtain any necessary documents and updating all relevant systems
• Assist with maintaining wholesale “Report Cards”
• Provide monthly reporting including the following:
• New wholesale accounts - number of new applications received, timeline for approval process, disposition of the applications
• Existing wholesale accounts - number of new loan applications received, quality of loan files submitted, pull through on applications and servicing performance
• Coordinate with operations team with onboarding new clients

Skills: Application Review, Information Verification, Database Management, Account Coordination, Onboarding Facilitation, Document Management, Performance Reporting, Operations Collaboration

• Contact for the firm's clients' administrative and operations queries
• Liaising with internal departments and consultants to ensure all projects are completed quickly and to the highest standard
• Answering queries is a large part of the role, and it will be responsibility to respond promptly and in a professional manner
• Correct information is sent to clients, consultants and third parties within the required deadlines, as well as ensuring client information is kept up-to-date
• Maintenance of clients’ accounting records is also part of remit, and there is a requirement
• Complete this task in accordance with both external and internal standards.
• Work with other teams to ensure client on-boarding is performed accurately and efficiently, as well as create fee invoices to be sent to clients
• Assisting with customer inquiry.
• Expected to provide input to Team Leaders on systems and/or procedural improvements, as well as assist in implementation
• Get involved in firm, department and team projects aimed at enhancing the services the organisation provides

Skills: Client Communication, Interdepartmental Liaison, Query Resolution, Information Accuracy, Accounting Record Maintenance, Client Onboarding, Procedural Improvement Input, Project Participation

• Contact for client's administrative and operations queries
• Liaising with internal departments and consultants 
• Ensure all projects are completed quickly and to the highest standard.
• Maintenance of client's accounting records, ensuring 
• Accordance with both external and internal standards.
• Work with the Transitions Team to ensure client on-boarding
• Performed accurately and efficiently and assist in implementation.
• Create free invoices to be sent to clients.
• Provide input to Team Leaders on systems and/or procedural improvements
• Get involved in firm, department, and team projects aimed at enhancing the services provided.
• Learn Sales cycle to assist the sales team

Skills: Client Relationship Management, Interdepartmental Coordination, Project Management, Accounting Record Maintenance, Transition Support, Invoice Creation, Procedural Improvement Input, Sales Cycle Familiarity

• Proven experience working in the financial services industry 
• A strong ethic of client service.
• Familiarity with Mac OS X
• Ability to work under pressure and to prioritize work.
• Excellent communication skills both written and verbal, influencing and organisational skills.
• Excellent standard of education, ideally degree qualified but not essential.
• Experience in client administration in a global environment
• Good client relationship, team work and organisational skills
• Ability to meet and maintain specified minimum productivity and quality standards

Qualifications: BA in Marketing with 2 years of Experience

• Experience in customer service or back office environment
• Good call efficiency while maintaining quality customer service
• Knowledge of industry databases (i.e iFAST, AWD) a definite asset
• Good mutual fund industry & product knowledge ( funds, account characteristics, industry knowledge)
• Strong problem-solving skills
• Strong attention to detail
• Good verbal & written communication skills
• Ability to prioritize & organize incoming work
• Excellent time management skills
• Ability to work in a fast-paced, constantly changing environment and ability to multi-task

Qualifications: BA in Information Systems with 4 years of Experience

• Experience, preferably in a social service and/or office environment
• Excellent customer service skills
• Exceptional prioritizing and multitasking skills
• Excellent interpersonal skills and ability to work in a strongly team oriented environment
• Solid written and oral communication skills, including the ability to communicate clearly to clients and colleagues
• Strong computer skills including familiarity with Windows applications
• Ability to work in a fast-paced environment with multiple time sensitive deadlines
• Bilingualism in Spanish and English is an asset.

Qualifications: BA in Public Relations with 1 year of Experience

• Experience ideally in an IFA or platform/product provider
• An understanding of wealth management practices and processes
• Ability to communicate them clearly and effectively or a strong leaning towards mortgage admin.
• An understanding of holistic financial planning strategies & solutions.
• Familiarity with version control, specifically git
• Experience administering Windows desktop and server operating systems
• A collaborative work style and the dedication to be a team player
• Positive, effective communication with clients and coworkers
• Ability to write intermediate-level Linux shell scripts (bash, Perl, etc.)

Qualifications: BA in Communications with 3 years of Experience

• Experience configuring DHCP and DNS
• Experience implementing and managing routers, firewalls, and switches
• Experience implementing and managing wireless networks
• Experience implementing virtual private networks (IPsec & OpenVPN)
• Installation and troubleshooting of network hardware
• Familiarity with EPL, MPLS, and other high-speed wide-area connectivity
• Good security practices including HIPAA, HITECH, and PCI
• Experience providing systems and network administration in a fast-paced, professional environment
• Experience administering Linux servers (CentOS & Ubuntu)
• Excellent written and verbal communication skills

Qualifications: BA in Business Administration with 2 years of Experience