Client Service Associate - Montreal, Quebec
1 month ago

Job summary
We are seeking a Client Service Associate to support our team of wealth advisors in delivering wealth and retirement advice to clients.Responsibilities
- Assist advisors with client-facing requests for administrative/service-related inquiries.
- Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor.
- Apply legislative, product, and administrative processes knowledge when working with clients on non-license related requests.
Job description
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