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Job Description & How to Apply Below
You’ll thrive in this position if you have 2+ years of relevant experience and are passionate about helping clients. Your main responsibilities include supporting financial advisors with account management and solving client inquiries promptly. Join a team that prioritizes collaboration, learning, and career development.
Key Responsibilities:
• Assist Advisors with order processing and documentation
• Communicate effectively with clients to address inquiries
• Handle multiple requests while maintaining service standards
• Resolve client concerns with effective solutions
• Maintain accurate compliance records for service standards
Requirements:
• 2+ years of experience in financial services or wealth management
• Post-secondary education in Business or Finance
• Fully bilingual in English and French with strong communication skills
• Detail-oriented with problem-solving capabilities
• Proficient in Microsoft Office Suite
Utilize your communication skills to enhance client experience within a supportive hybrid environment.
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