Job Description
Client Service Associate
Requisition ID: 249389
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.
**Is this role right for you? In this role, you will:**
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Champions a cust...
Requisition ID: 249389
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.
**Is this role right for you? In this role, you will:**
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients.
Champions a cust...
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