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.
In this role, you will be crucial to both client satisfaction and the operational success of the investment book. Your responsibilities will include:
Hunter Mercantile
david@huntermercantile.com
www.huntermercantile.com
Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement in wealth management.
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Client Services Associate • Regina, Division No. 6, CA
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