A leading financial institution in Canada is seeking a Client Service Associate to support Investment Advisors and branch operations. The role involves providing exceptional client service, coordinating marketing activities, and handling day-to-day inquiries. The ideal candidate should have 1-2 years of relevant experience, good communication and organization skills, and be familiar with financial planning technology. This position offers competitive salary and benefits, including health insurance and retirement plans.
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ClientFocused Admin Coordinator for Wealth Advisory • Sarnia, Lambton County, CA