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