26 Aug
|
Jobtailor
|
Winnipeg
26 Aug
Jobtailor
Winnipeg
Jobtailor seeks a seasoned Client Services Associate in Toronto to manage client inquiries and investment instructions, coordinating updates, transfers, and contributions while supporting discretionary trades to uphold service standards. The role requires CSC and CPH, 5+ years in client service within financial services, and licensing within 30 days. High net worth experience is preferred; solid time management and communication skills are essential.
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📌 Managed Accounts Specialist - Investment Processing (Winnipeg)
🏢 Jobtailor
📍 Winnipeg