Wealth Client Services Specialist
9 hours ago
Montreal, Quebec, Canada
Mercer
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside strong analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus.