Wealth Management Client Care Associate — Flexible Hours

4 weeks ago


Elmira, Canada PIB (Programmed Insurance Brokers Inc.) Full time

An insurance and financial services agency in Elmira, Ontario is seeking a Client Care Associate for their Wealth Management Team. The ideal candidate should have 3–5 years of experience in financial services, strong organizational skills, and be proficient with Microsoft Office. The role includes preparing client paperwork, collaborating with advisors, and maintaining organized client records. This position offers competitive compensation and a comprehensive benefits package.
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  • Elmira, Canada PIB (Programmed Insurance Brokers Inc.) Full time

    An insurance and financial services agency in Elmira, Ontario is seeking a Client Care Associate for their Wealth Management Team. The ideal candidate should have 3–5 years of experience in financial services, strong organizational skills, and be proficient with Microsoft Office. The role includes preparing client paperwork, collaborating with advisors,...

  • Client Care Associate

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    Elmira, Canada PIB (Programmed Insurance Brokers Inc.) Full time

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