Client Service Associate in Etobicoke

Elevate your career as a Client Service Associate in Etobicoke with a renowned wealth management firm. Support senior advisors and foster relationships with High Net Worth clients while enjoying a collaborative work environment.
This role invites seasoned professionals with at least 5 years in the investment industry to join a dedicated team. You will be instrumental in managing administrative duties, onboarding new clients, and providing exceptional service to ensure client satisfaction and investment success. If you value stability and client engagement without shifting to an advisory role, this could be your next step.
Key Responsibilities:
• Provide high-level support to the Senior Investment Advisor
• Act as main contact for High Net Worth clients
• Onboard new clients and update client information
• Prepare client files for meetings and track follow-up tasks
• Execute trades and maintain transaction records
Requirements:
• 5+ years in investment industr...