Client Services Associate - Waterdown

Only for registered members Waterdown, Canada

3 weeks ago

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Job summary

The Vantage Talent Group is seeking a qualified Client Service Associate to provide support to advisors. This role involves ensuring they are fully prepared for client meetings by compiling reports and documentation.

Responsibilities

  • Provide support to advisors.
  • Draft and send client correspondence on behalf of advisors.
  • Coordinate meeting schedules and handle logistics.

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