Client Relationship Specialist - Calgary - beBeeNegotiator

    beBeeNegotiator
    beBeeNegotiator Calgary

    4 days ago

    Full time

    Job title: PIA Client Service Associate

    Description

    About the Role:


    As a Client Service Associate, you will provide administrative support to Investment Advisors or teams.



    Key Responsibilities



    • Create detailed reports for analysis of client accounts

    • Mentor clients on financial products and services

    • Become familiar with regulatory requirements
    •   

    Negotiation Skills Required:

       
    1. Able to navigate multiple tasks under tight deadlines, tactical negotiation strategy is key.- Items that were not mentioned in this position description include strategic planning skills,
      & negotiable conflict resolution abilities)

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