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Wealth Management Assistant
1 week ago
In this role, the Client Service Associate will work closely with the Investment Advisors and their teams to provide unparalleled client experiences. Key tasks include:
Primary Responsibilities- Supporting Investment Advisors with administrative tasks, such as meeting scheduling, review preparation, and record-keeping.
- Delivering exceptional client service, responding promptly to inquiries, and resolving issues efficiently.
- Executing trades, managing client accounts, and maintaining accurate records.
- Coordinating marketing activities, social media initiatives, and client recognition events.
The ideal candidate will possess excellent communication and interpersonal skills, a customer-centric approach, and relevant experience in a financial services setting. Certification in the Canadian Securities Course and Conduct and Practices Handbook will also be essential.
