Wealth Management Associate : Client Services

A leading financial services firm in Chilliwack is seeking a licensed Associate or unlicensed Administrative Assistant for its Private Investment Management team. The role requires exceptional client service skills and an administrative background. Responsibilities include providing client support, coordinating with various departments, and maintaining account knowledge. Ideal candidates will have a background in the investment field and a willingness to complete necessary regulatory exams. Competitive compensation and a dynamic work environment are offered.

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