strategic client engagement expert - Montreal - beBeeWealth

    beBeeWealth
    beBeeWealth Montreal

    4 hours ago

    Full time $100,000 - $120,000 (USD) per year

    Job title: Wealth Management Associate

    Description

    Client Service Specialist Role

    This position involves supporting the Private Wealth Advisor in managing client accounts, ensuring efficient administrative tasks and maintaining high-quality customer service standards.

    • Assist clients with inquiries, prepare meetings, and provide product information as needed.
    • Maintain accurate records of client interactions and transactions.

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