Client Experience Specialist Ii - Penticton - C$50,900 - C$76,400 A Year

Client Experience Specialist Ii - Penticton - C$50,900 - C$76,400 A Year

05 Sep
|
Investment Planning Counsel
|
Penticton

05 Sep

Investment Planning Counsel

Penticton

The Client Experience Specialist acts as the primary point of contact for clients, managing inquiries, coordinating meetings, and providing administrative support to advisors in a wealth management firm. Responsibilities include client servicing, documentation, and ensuring a high-quality client experience.

📌 Client Experience Specialist Ii - Penticton - C$50,900 - C$76,400 A Year
🏢 Investment Planning Counsel
📍 Penticton

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