Wealth Management : Client Services Associate

Description du Poste

A leading wealth management firm in Dorval is seeking a full-time Associate to provide support to advisors and clients. Responsibilities include maintaining records, preparing documentation, and managing inquiries.

Qualifications

• Strong administrative skills
• Effective communication abilities
• Proficiency in Microsoft Office
• A background in Finance or Business Administration is preferred

This entry-level role offers an opportunity to grow and contribute to high-quality client service.

#J-18808-Ljbffr