Client service Co-ordinator

Company Description Kilgour Group – IG Private Wealth Management is a Sudbury-based team providing comprehensive, coordinated financial planning to families, incorporated professionals, and business owners. The group focuses on integrated strategies that align corporate and personal tax planning, business succession, estate and intergenerational wealth transfer, retirement and investment planning, insurance, and charitable giving. Deep local roots and long-term client relationships are central to their approach, with advice grounded in a thorough understanding of each client’s full financial picture.

The Kilgour Group Private Wealth Management is looking for an organized, adaptable and client-focused Client Service Coordinator to join our team in Sudbury.

This is a hands-on client service and operational role supporting our financial planning advisors and helping ensure our clients receive timely, professional and proactive service.

We're looking for someone who enjoys working within a team, takes ownership of their responsibilities and is always looking for ways to make things work better.

What You'll Do

- Handle day-to-day client service and account requests

- Support securities transactions within your licensing and authority

- Prepare client documentation and materials for meetings

- Coordinate forms, signatures, implementation and follow-up

- Act as a key point of contact for clients by phone, email and in person

- Track outstanding client requests and ensure nothing falls through the cracks

- Support advisors before and after client meetings

- Help create and improve workflows, checklists and processes

- Use technology to improve efficiency and the client experience

What We're Looking For

Someone who is:

- Highly organized and detail-oriented

- Friendly, professional and confident communicating with clients

- Accountable and strong at following through

- Comfortable managing multiple priorities

- A problem solver who looks for better ways of doing things

- Comfortable with technology and learning new systems

- A collaborative team player

- Experience in wealth management, investments, banking or financial services is an asset

- Candidates must already hold appropriate securities licensing

This is not a lead financial advisor or financial planning position. You will work alongside our fully licensed advisors, helping them deliver a great client experience while allowing them to focus on planning, advice and client relationships.

For a full job description or additional information, please email [email protected].

Interested in joining our team?

Send us your resume and a brief introduction