Advisor Support: Client & Partner Services
Job in
Markham, Ontario, I3P, Canada
Listed on 2026-08-28
Listing for:
Worldsource Wealth Management
Contract
position Listed on 2026-08-28
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
World source Wealth Management is seeking an Advisor Support Associate for a 6-month contract ending March 31, 2027. You will deliver client-centric service, handle partner inquiries by phone and email, and act as a subject matter expert on World source products.
The role requires attention to regulations and strong relationship-building with internal and external partners. Responsibilities include tracking inquiries, meeting SLAs, understanding client needs, and supporting other teams as needed,
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