Job Title

Support Investment Advisors as a Client Service Associate. Handle administrative tasks, client engagement, and contribute to a premier client service environment. This role emphasizes collaboration and thorough communication as you assist advisors and engage with clients. Youll prepare essential documents, generate reports, and facilitate lead management. Delivering a ''gold standard'' client experience is paramount in your day-to-day tasks. Key Responsibilities: Prepare client meeting documentation and updates Produce account analysis reports for IAs Manage leads and ensure proper referral processes Submit marketing materials for compliance checking Respond to client inquiries across multiple platforms Requirements: Community college diploma or undergraduate degree preferred 12 years relevant experience in the field CIRO licensing as an Investment Representative required Effective communication and relationship-building skills Understanding of wealth management operations is an asset Excel in administrative support and enhance the overall client experience through proficient service-driven actions. #J-18808-Ljbffr