Currently Recruiting:

Client Services Representative
MW&CO – Woodstock, ON

MW&Co. Wealth Management/MW&Co. Insurance Pensions Benefits Inc. is a growing team of financial planners offering an integrated approach to financial, insurance and estate planning and investment management services. We are looking for a motivated individual to join our customer service team.

This position will be a full-time position 40 hours/week. The ideal candidate will have excellent computer skills and be a motivated multi-tasking individual. Ideally, the candidate will have a financial or insurance background, but training will be provided to the successful applicant.

Responsibilities and Duties

Client Services – answering phone, email and in-person inquiries, scheduling meetings

Account maintenance – preparing and submitting account applications, keeping accounts up to date and making any updates that are required

Coordinating the communication between the Wealth Management team and Accounting team to ensure seamless integration of accounting and Wealth Management services

Data Entry – keeping databases up to date and preparing spreadsheets to keep track of client activities, etc.

General office organization – filing and keeping supplies stocked

Qualifications

College level business administration, marketing, insurance, or investment program or relevant administrative experience in the following industries:

• Investment Management
• Financial Planning
• Insurance Services
• Employee Retirement Savings Plans
• Employee Group Benefits Plans
• Residential Mortgages
• Bank Deposit accounts

Computer skills – proficiency in Microsoft Office Suite – specifically Microsoft Excel and Word

Friendly and motivated, excellent written and oral communication

LLQP license an asset

Interested? Send your resume and a cover letter to mwcowealth@mwcowealth.com.

Join Our Team:

We offer you a career, not a job opportunity.

Grow your skills, expand your experience and become a part of a team that cares!

Enjoy being a part of a supportive team of accounting, business advisory, tax and financial planning professionals who are committed to their clients, their community and each other. 

We work for our people as much as they work for us because, at MW&CO, people really do count.

What It’s Like to Work Here

We believe that a safe, open and approachable environment is the key to our success – and yours.  The space and freedom to ask questions, learn from mistakes and make suggestions gives our staff the opportunity to continually grow and improve their roles. 

Need proof? Ask our staff:

"MW&CO has created an ideal environment for a co-op student. Opportunities to learn are plentiful, there is a strong support network, and flexibility is offered to maintain a balance between work and personal responsibilities." - Vlad, Co-Op Student, Brock University.

"I began my employment at MW&CO working as the front desk receptionist. Looking to learn more about the business, I was constantly encouraged to take courses and learn about the aspects of the office that interested me the most. This has led to a new role and new opportunities to continue to grow within the firm." - Christy, Client Services Coordinator, MW&CO Wealth Management.

Career Opportunities for Students

At MW&CO, we offer a diverse working experience for co-op students and new graduates, including opportunities for you to get involved in interesting projects across a number of industries.  You get hands-on experience to practice new skills with the latest technology and innovative practices. Our team of experienced professionals mentor you through the process by providing education and training at all levels.  We also provide competitive financial support as well as CFE preparation and support programs.

Interested?

Send your resume and a cover letter to hr@mwcopc.com