Client Experience Specialist — Wealth Management (Toronto)

Client Experience Specialist — Wealth Management (Toronto)

03 Oct
|
Harbourfront Wealth Management
|
Toronto

03 Oct

Harbourfront Wealth Management

Toronto

Harbourfront Wealth Management, in partnership with Cumberland Private Wealth, is seeking a Client Experience Associate to support Client Portfolio Managers with administrative and client-service duties. You will help manage client accounts, prepare materials, schedule meetings, and ensure timely delivery of reports.

Ideal candidates have 5+ years in a financial services support role, solid communication and confidentiality.

📌 Client Experience Specialist — Wealth Management (Toronto)
🏢 Harbourfront Wealth Management
📍 Toronto

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