27 Aug
|
Investment Planning Counsel
|
Boucherville
27 Aug
Investment Planning Counsel
Boucherville
The Client Experience Specialist acts as the primary point of contact for clients, managing relationships, providing administrative support to advisors, and ensuring a remarkable client experience. Responsibilities include client inquiries, scheduling, documentation, and CRM data entry.
📌 Client Experience Specialist - C$50,900 - C$76,400 A Year (Boucherville)
🏢 Investment Planning Counsel
📍 Boucherville