Client Service Expert in Investment Planning

Become a Client Service Expert in Investment Planning, delivering exceptional support to clients and advisors. Your expertise will foster valuable customer relationships and ensure excellence in service delivery.
This position involves managing client engagements while assisting investment advisors in crafting customized planning strategies. You will establish client relationships, aid in the development of integrated solutions, and organize relevant client activities. Ensuring compliance and high-quality service will also be part of your role.
Key Responsibilities:
• Manage and nurture client relationships
• Assist in developing personalized wealth plans
• Organize client seminars and meetings
• Monitor compliance with internal guidelines
• Facilitate improvements in service quality
Requirements:
• Bilingual (French and English) capability
• Preferred: Degree or diploma from a college
• Investment representative license required
• 1-2 years relevant...