Client Services Associate

CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is actively...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Client Service Associate - Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years' experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management ('SIWM') is actively seeking...

Client Service Associate – Successful Investor Wealth Management Inc.We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing.Successful Investor Wealth Management (‘SIWM’) is actively...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests, providing timely...

**Client Service Associate - Successful Investor Wealth Management Inc.** We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. **KEY RESPONSIBILITIES**: - Liaison with the appropriate...

Requisition ID: 155710 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants &...

Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsibilities: Manage client inquiries and...

Do you thrive on building strong client relationships? We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships. Responsibilities: Manage client inquiries and...

**SALES AND CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc.** We are an established wealth management and investment publishing firm with 25+ years’ experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management...

Do you thrive on building strong client relationships?We're seeking a passionate Client Service Associate to join our client's wealth management team. You'll be the first point of contact for their high-net-worth clients, ensuring exceptional service and fostering long-term relationships.Responsibilities:Manage client inquiries and requests,...

**Job Summary** **Responsibilities**: - Communicate with clients to understand their needs and provide appropriate solutions - Manage client accounts and build strong relationships through effective account management - Collaborate with the routing team - Support project management initiatives related to client services - Provide excellent customer service...

Educators Financial Group is seeking a proactive and passionate **Client Services Representative** to provide administrative support to Educators’ Client Advisory Services Team (CAST). In this role, you will embody our brand and dedicate yourself to putting our clients first. Our clients primarily consist of members of the Ontario Secondary School Teachers...

We are a cutting-edge Business Consulting firm dedicated to delivering exceptional customer relations and driving sales revenue for our clients. We are committed to manufacturing solutions that push the envelope and redefine the future of our industry. Our Customer Service and Sales Associates play a commanding role within the company and collaborate with...