Reporting overall to the Director, Wealth Management of Park Place Financial, the Client Service Specialist is a mission-focused, high-performing member of our investment team with the skills, sensitivity and personal confidence to liaise with clients. In support of investment sales and client acquisition, the Specialist will be responsible for the required documentation and communication processes, ensuring timely support to the advisors and management team. In harmony with this is an emphasis on satisfying client needs and expectations through efficient and effective service. The Specialist is expected to provide professional, knowledgeable sales and service support and will be a critical resource in supporting the growth and servicing of our client base.
Deadline for resumes will be Friday, May 3, 2019.
A full job description can be found on our website at www.parkplacefinancial.ca/about-us
Job Type: Full-time