25 Sep
|
Mercer
|
Montreal River
25 Sep
Mercer
Montreal River
A leading financial services firm is seeking a Client Servicing Associate to join its Wealth team in Montreal. The role is hybrid, requiring office presence at least three days a week. Responsibilities include maintaining portfolio knowledge, onboarding new accounts, and resolving client issues. Candidates should possess a university degree and 5+ years of experience in investment management, alongside solid analytical, interpersonal, and problem-solving skills. Bilingual proficiency in English and French is a plus.
📌 Wealth Client Services Specialist (Montreal River)
🏢 Mercer
📍 Montreal River