Advisor Support: Client & Partner Services
Listed on 2026-09-17
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Customer Service/HelpDesk
Client Relationship Management, HelpDesk/Support
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,
The Contract Advisor Support:
Client & Partner Services role at World source Wealth Management is now open for applications in Markham, ON, Canada.
We would love to welcome a new Contract Advisor Support:
Client & Partner Services to our team in Markham, ON, Canada.
For the Contract Advisor Support:
Client & Partner Services position at World source Wealth Management, we are reviewing applications now.
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