We are a fast-growing financial services company in Brampton looking for a Client Relationship Executive to join our team.

The ideal candidate will be responsible for coordinating with clients, ensuring timely collection of required documents, maintaining accurate records, and providing regular updates on file progress.

Key Responsibilities:
Follow up with clients through phone calls, emails, and text messages to collect required documents.
Maintain regular communication with clients regarding the status of their files.
Keep internal records and tracking sheets updated.
Coordinate with internal departments to ensure smooth file processing.
Prepare daily and weekly progress reports.
Ensure all client documentation is complete and submitted within required timelines.
Provide excellent customer service while maintaining a professional approach.
Perform other administrative and reporting duties as assigned.
Requirements:
Excellent verbal and written communication skills in English.
Hindi and Punjabi are an asset.
Strong organizational and follow-up skills.
Good knowledge of Microsoft Office (Excel, Outlook, Word).
Ability to manage multiple tasks and meet deadlines.
Professional telephone etiquette.
Previous experience in customer service, administration, or financial services is preferred but not mandatory.
What We Offer:
Competitive salary.
Professional work environment.
Training and career growth opportunities.
Supportive team with long-term career potential.

Location: Brampton, ON

If you are organized, proactive, and enjoy communicating with clients, we'd love to hear from you.

Please send your resume to: hrmrcarrier@gmail.com