Client Services Associate - Greater Regina Metropolitan Area
Only for registered members Greater Regina Metropolitan Area, Canada
1 month ago
Job summary
The Company:A successful Regina investment management firm is seeking a dedicated Client Service Associate to support our growing team.
You will be responsible for ensuring exceptional client engagement and providing critical operational support to the Senior Investment Advisor and their sophisticated High Net Worth clients.
- A place to work where you are not a "number" but an integral part of a great wealth management company and where your ideas count.
- A relaxed yet professional work culture built on mutual respect and support that prioritizes your career development in wealth management
- A competitive compensation package that includes salary,bonus,benefits,and educational support towards industry courses.The Impact You Will Have:
Your responsibilities will include:
- Client Relationship Management:Serve as the primary point of contact for clients,delivering exceptional,personalized day-to-day service to ensure a consistently positive premium client experience. ,
Job description
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