A major financial institution in Richmond is seeking a Wealth Associate to support investment advisors and provide exemplary customer service. In this hybrid role, the candidate will manage client accounts, perform financial transactions, and collaborate closely with wealth management professionals. Ideal applicants will have a college diploma, experience in the financial sector, and be fluent in English, Cantonese, and Mandarin. This position offers a flexible work schedule and robust employee benefits.
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Wealth Client Services Associate Hybrid • Richmond, Metro Vancouver Regional District, CA