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Mercer
Wealth Client Services SpecialistMercer • Montreal, Montreal (administrative region), CA
Wealth Client Services Specialist

Wealth Client Services Specialist

Mercer • Montreal, Montreal (administrative region), CA
30+ days ago
Job type
  • Full-time
Job description
A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside strong analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus. #J-18808-Ljbffr
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Wealth Client Services Specialist • Montreal, Montreal (administrative region), CA

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