Remote Client Service & Onboarding Specialist (Ottawa)

Remote Client Service & Onboarding Specialist (Ottawa)

19 Apr
|
PWL Capital
|
Ottawa

19 Apr

PWL Capital

Ottawa

A premier wealth management firm in Canada is looking for a Client Service Administrator to support financial advisors and manage client accounts. This role involves onboarding clients, ensuring regulatory compliance, and providing outstanding client service. Ideal candidates have previous investment industry experience, robust communication skills, and proficiency with Microsoft Office and CRM systems. This position offers a chance to grow into an investment advisory role within a supportive team.
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📌 Remote Client Service & Onboarding Specialist (Ottawa)
🏢 PWL Capital
📍 Ottawa

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