Drive excellence in service delivery as a full-time Associate in Client Relations. Your mission will be to support Investment Advisors through seamless transactions and accurate data management.You will play a central role in maintaining high standards of service and ensuring a smooth onboarding process for clients. Collaboration with fund administrators and internal teams will be key to resolving advisor challenges. Your attention to detail and proactive problem-solving will directly impact client satisfaction and operational efficiency.Key Responsibilities:• Manage client transactions and onboarding requests• Provide timely and accurate advisor support• Collaborate with internal teams for service resolution• Enhance operational procedures for efficiency• Ensure CRM data integrity is upheldRequirements:• Degree in Business or Finance required• Minimum 3 years experience in client support• Familiarity with CRM systems vital• Progress in relevant industry courses preferred• Proficiency in French is a plusJoin a dedicated team committed to delivering excellence and nurturing strong client relationships.#J-18808-Ljbffr
Elevate Your Career As An Associate In Client Relations
RPIA
toronto, toronto
Published 27 days ago
Report job