Rôle technique support financement - Surrey - beBeeRéférentiel

    beBeeRéférentiel
    beBeeRéférentiel Surrey

    1 week ago

    Job title: Wealth Management Client Service Associate

    Description

    Recherchez un rôle passionnant dans l'administration des services à la clientèle.


    Nous recherchons un Associé en service à la clientèle pour fournir une assistance administrative efficace aux conseillers en investissement. L'Associé travaille en étroite collaboration avec les équipes de vente et des conseils pour comprendre les besoins complexes des clients.



    Compétences requises


    • Savoir-faire administratif exceptionnel : préparation, gestion et analyse de documents, processus d'analyse comptable.
    • Communication effective avec diverses parties prenantes (conseillers, clients).
    • Expertise analytique forte permettant de résumer complexité du domaine financier.
    • Diplôme ou expérience similaire (Cours canadien sur les valeurs mobilières).

      • Bénéfices offerts par le poste :



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