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Wealth Client Service Associate — Advisors
Job Description & How to Apply Below
A major financial services firm located in Markham, Ontario is looking for a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors. This role involves preparing client documentation, responding to inquiries, and ensuring high-quality client service. The ideal candidate should have an undergraduate degree or community college diploma and 1–2 years of relevant experience. Strong communication skills and the ability to build relationships are essential for delivering exceptional client experiences.
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Position Requirements
10+ Years
work experience
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