Pursue your passion for client service as a Senior Advisor Services Associate with Harbourfront Wealth in Burlington, ON. This role offers the chance to excel in Trust and Estate administration.

You will be integral in supporting clients and advisors, managing inquiries, and improving service delivery. Your responsibility includes timely responses, conducting training, and ensuring you stay updated on industry changes. Join us to become a key resource for our advisory teams.

Key Responsibilities: • Assist with Trust and Estate administration tasks • Provide expert advice on client inquiries • Schedule meetings to resolve outstanding requests • Liaise with internal teams for service inquiries • Monitor and manage ticket completion

Requirements: • 1–2 years in Trust and Estate support • 3-5 years in an administrative role in financial services • Solid understanding of securities operational processes • Excellent communication and analytical skills • Proficient with MS Office applications

Strive for excellence in assisting clients at Harbourfront Wealth in Burlington. #J-18808-Ljbffr

📌 Senior Client Support Associate Burlington (Winnipeg)
🏢 Harbourfront Wealth Management
📍 Winnipeg