Join Harbourfront Wealth as an Advisor Services Associate, supporting client inquiries and enhancing customer service. Enjoy flexibility working remotely from Vancouver, Winnipeg, or Burlington.
Harbourfront Wealth, a leader in financial services, seeks a motivated Advisor Services Associate. This role reports to the Manager of Advisor Support and involves building relationships while managing customer service inquiries effectively. Candidates should have a passion for excellence in service delivery and the ability to navigate multiple priorities.
Key Responsibilities:
• Serve as subject matter expert on Custodian back-office processes
• Address client inquiries including deposits, withdrawals, and transfers
• Respond to inquiries promptly per established SLAs
• Monitor mailboxes for incoming service requests
• Train advisory teams on processes and procedures
Requirements:
• 3-5 years of back-office experience in a CIRO firm
• Familiarity with National Ban...