PIA Client Service Associate - Burlington

Only for registered members Burlington, Canada

4 weeks ago

Default job background
$43,300 - $56,700 (CAD)

Job summary

This role provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

Responsibilities

  • Prepare documentation and provide updates to IAs in preparation for client meetings
  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities
  • Accept/create leads and ensure correct referral coding administration

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