Client Services Associate

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 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...

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...

**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...

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...

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...

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...

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 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...

**Responsibilities** - Data entry of client lists and updating financial data - Preparing invoices, sending out invoices and following up for client payments - Any office duties as required by Management **Requirement** - Excellent analytical and problem-solving skills. - Excellent Communication skills - Need an year of experience in 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...