ambitious client-facing professional sought - Toronto - beBeeClientFacing

Job title: Associate

Description

Job Summary

We are seeking a highly skilled and dedicated professional to join our team as an Associate. The successful candidate will be responsible for providing exceptional client service, managing timelines, and identifying opportunities to contact clients.

• This role is ideal for individuals who possess strong problem-solving skills, excellent communication abilities, and a passion for planning.

About the Role

The successful candidate will have the opportunity to work in a dynamic environment where they can collaborate with various departments to provide smooth and timely solutions. They will also be required to assist in welcoming new clients on board while ensuring all necessary documentation is accurate and compliant.

• This individual must have demonstrated skills in providing world-class client service that comes across as professional warm friendly.​​


• A high degree of technical knowledge regarding internal controls industry regulatory requirements software applications used within wealth management firm is essential..

h3 Required Skills & Qualifications h1

To succeed in this role you should possess:

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