Client-Focused Wealth Operations Associate

Become a Client-Focused Wealth Operations Associate, bridging the gap in client administration and support within a hybrid work environment. Enhance your skills in handling transactions and serving clients effectively.

This role plays a vital part in managing various wealth products and administrative tasks, ensuring seamless operations. You'll engage directly with clients, advisors, and internal teams to provide top-tier support. This position promotes internal growth and encourages personal development in a collaborative setting.

Key Responsibilities:
• Administer wealth products, including GIAs, RRSPs, and TFSA
• Issue new policies and process service requests
• Provide exceptional client support across multiple channels
• Reconcile entries and investigate discrepancies
• Collaborate on ongoing projects for department improvement

Requirements:
• Bilingual in French and English necessary
• Attention to d...