13 Aug
|
Mercer
|
Montreal
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 recent 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.
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📌 Wealth Client Services Specialist (Montreal)
🏢 Mercer
📍 Montreal