HA
Client Experience Associate
Toronto, Ontario
On-site
Full-time
No salary posted3 weeks agoJob Overview
Job Description Job Description Who we are: Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great compani…
What you'll do
- Provide exceptional client service and support
- Handle client inquiries and resolve concerns
- Maintain client relationships
- Support wealth management operations
- Document client interactions
- Assist with administrative tasks
- Contribute to positive client experience
What you'll need
- High school diploma or equivalent
- Strong communication skills
- Professional demeanor
- Ability to work in a fast-paced environment
- Proficiency with computer systems
- Willingness to learn financial services industry
About the Company
HA