PIA Client Service Associate - Sudbury

Only for registered members Sudbury, Canada

6 days ago

Default job background
Full time $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.

Responsibilities

  • Prepare documentation and provide updates to IAs in preparation for client meetings/li/li>Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services,/li/li>Acknowledge/create leads and ensure correct referral coding administration,/li/li>Submit marketing pieces for approval, compile client information packages, maintain marketing materials,/li
  • Become familiar with and adhere to compliance requirements,/li
  • Provide a high level of client service which includes responding to phone mail electronic enquiries based on knowledge of full-service brokerage,
    /li/>/ul/

    bBenefits/b/h2/p

    The base pay actually offered may vary based upon the candidate's skills experience job-related knowledge geographic location other specific business organizational needs./p/



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