06 Sep
|
TAL Life
|
Montreal
Fiera Capital in Montreal, QC, is seeking a Client Servicing & Portfolio Administration support professional. The role focuses on building strong client relationships, onboarding current clients, and ensuring high-quality reporting and documentation across multiple departments.
You will assist Investment Counsellors, manage client communications, and maintain accurate CRM records while collaborating on process improvements in a hybrid work setting.
📌 Private Wealth Client Services Specialist (Montreal)
🏢 TAL Life
📍 Montreal