03 Oct
|
Beutel, Goodman u0026 Company
|
Toronto
03 Oct
Beutel, Goodman u0026 Company
Toronto
Embark on a rewarding career as a Private Client Associate with Beutel Goodman, focusing on high-net-worth clients. As an Associate in the Private Client Group (PCG), you will directly support Portfolio Managers with a client-first approach. You'll apply your robust technical knowledge and attention to detail, ensuring timely and professional service.
This involves preparing client materials and managing account activities to enhance the client experience. Coordinate new account openings and related documentation
- Manage account transfers and document changes thoroughly
- Post-secondary education in business or related field
- Proficiency in Microsoft Office suite Deliver tailored client support and elevate service standards within Beutel Goodman's Private Client Group.
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📌 Private Client Associate at Beutel Goodman (Toronto)
🏢 Beutel, Goodman u0026 Company
📍 Toronto