Job Description
Foster client satisfaction as a Wealth Associate in Client Services. Deliver quality service alongside investment advisors while handling financial transactions in a hybrid work arrangement.
In this supportive role, you will collaborate with wealth advisors to deliver top-notch service to clients. Responsibilities include managing financial transactions, diligently maintaining client files, and ensuring compliance with regulations. The hybrid work model allows you to balance your professional and personal life effectively.
Key Responsibilities:
• Support investment advisors with customer service
• Conduct financial transactions and adjustments accurately
• Manage deposits, withdrawals, and currency operations
• Analyze and organize client file updates
• Prepare for and coordinate client meetings
Requirements:
• Completion of a related college or university diploma
• At least 2 years in banking or financial roles
• Canadian Securities Course completion i...
In this supportive role, you will collaborate with wealth advisors to deliver top-notch service to clients. Responsibilities include managing financial transactions, diligently maintaining client files, and ensuring compliance with regulations. The hybrid work model allows you to balance your professional and personal life effectively.
Key Responsibilities:
• Support investment advisors with customer service
• Conduct financial transactions and adjustments accurately
• Manage deposits, withdrawals, and currency operations
• Analyze and organize client file updates
• Prepare for and coordinate client meetings
Requirements:
• Completion of a related college or university diploma
• At least 2 years in banking or financial roles
• Canadian Securities Course completion i...