Client Services & Operations Associate - Wealth Management (Ontario)

Client Services & Operations Associate - Wealth Management (Ontario)

08 Nov
|
Kilgour Group - IG Private Wealth Management
|
Ontario

08 Nov

Kilgour Group - IG Private Wealth Management

Ontario

Kilgour Group – IG Private Wealth Management in Sudbury seeks an organized, adaptable Client Service Coordinator to support our financial planning advisors and ensure timely, skilled client service. This hands-on role focuses on coordinating client requests, documentation, and interactions while upholding a proactive, team-oriented mindset.
You will work closely with licensed advisors, manage multi-task workflows, and leverage technology to enhance efficiency and the client experience.

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📌 Client Services & Operations Associate - Wealth Management (Ontario)
🏢 Kilgour Group - IG Private Wealth Management
📍 Ontario

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