Client Services - Guelph, Ontario

Only for registered members Guelph, Ontario, Canada

11 hours ago

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Job summary

Herr Wealth Advisory is a family-owned financial planning organization dedicated to helping clients achieve their financial and life goals through holistic financial planning services.

Responsibilities

  • Respond to client and adviser inquiries via phone, email, and voicemail.
  • Maintain client data using CRM and Morningstar systems.

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