Insigneo is seeking a Client and Operations Associate to deliver dedicated client service and operational support for clients, Financial Advisors, custodians, and internal teams in Toronto. The role ensures regulatory compliance and productive onboarding and service delivery across account-related processes.
The ideal candidate will have 3+ years in financial services, strong attention to detail, and excellent communication skills, with proficiency in MS Office and CRM tools.
📌 Client Experience (Toronto)
🏢 Insigneo
📍 Toronto
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