Become a Client Associate at Passage Wealth Partners, where you’ll support financial advisors in delivering top-notch service to clients. This role focuses on seamless client interactions and operational excellence. In this essential support role, you will foster robust relationships with clients by helping with meeting participation, follow-ups, and workflow management.

You will gain valuable experience within the firm’s operations while collaborating closely with others to ensure all client needs are met efficiently. Your organizational skills will be crucial in maintaining accurate client records and ensuring prompt service delivery. Key Responsibilities:

- Participate in client meetings and document essential details




- Prepare follow-up communications and meeting summaries
- Manage routine client service requests effectively
- Ensure up-to-date client records and accurate data management
- Help prepare presentations for financial plans and reviews Requirements:
- Bachelor's degree essential
- Life and Health Insurance License to be obtained within six months
- Securities Registration required within the first year
- Preferred industry experience
- Proficiency with Microsoft Office Suite required Show your commitment to excellence in client service by joining Passage Wealth Partners.

📌 Passage Wealth Partners Client Associate Position (Quinte West)
🏢 Northwestern Mutual
📍 Quinte West