Advisor Onboarding & Transitions Associate

A leading financial services firm in Winnipeg seeks a motivated Transition Associate to support new Advisor Teams' onboarding processes. Responsibilities include preparing account documentation, managing workflows, and providing excellent client service. The ideal candidate will have experience in customer-facing roles, strong organizational skills, and proficiency in MS Office and DocuSign. This role offers an opportunity to join a dynamic and growth-oriented company committed to diversity and equity.
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