Step into the role of Client Service Associate at Wellington-Altus in Sudbury, ON. Deliver exceptional service while managing client relationships and supporting administrative tasks.

As an Associate reporting to the Lead Investment Advisor, you will play a crucial role in maintaining client relationships and executing administrative duties. This dynamic role calls for outstanding interpersonal skills and proficiency in financial services tools. Your expertise will ensure that client needs are met efficiently, fostering long-term relationships.

Key Responsibilities:
• Support licensed professionals in client relationship management
• Answer client inquiries and maintain records
• Prepare reports and documentation for team use




• Coordinate communication between clients and advisors
• Stay updated on compliance and company policies

Requirements:
• 2-5 years of experience in a financial services environment
• Degree in business or related field or equivalent experience
• Solid knowledge of MS Office and finance tools
• Excellent organizational and communication skills
• Ability to handle multiple tasks efficiently

Bring your client service dedication and organizational talent to Wellington-Altus, enhancing client experiences.
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📌 Client Service Associate at Wellington-Altus (Ontario)
🏢 Wellington-Altus
📍 Ontario