PIA Client Service Associate - Whitby
22 hours ago

Job summary
This role involves providing dedicated administrative support to an Investment Advisor or team of Advisors on diverse assignments. You will prepare documentation and provide updates in preparation for client meetings, create reports for analysis of client accounts, communicate with customers to provide mentorship on products and services, identify referral opportunities.Responsibilities
- Prepare documentation and provide updates in preparation for client meetings.
- Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services.
- Accept/create leads and ensure correct referral coding administration.
Job description
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