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 agile 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 managementAnswer client inquiries and maintain recordsPrepare reports and documentation for team useCoordinate communication between clients and advisorsStay updated on compliance and company policiesRequirements:2-5 years of experience in a financial services environmentDegree in business or related field or equivalent experienceStrong knowledge of MS Office and finance toolsExcellent organizational and communication skillsAbility to handle multiple tasks efficientlyBring your client service dedication and organizational talent to Wellington-Altus, enhancing client experiences.

📌 Client Service Associate At Wellington-Altus (Greater Sudbury)
🏢 Wellington-Altus
📍 Greater Sudbury