Client Experience Associate at Wellington-Altus

Elevate client service operations with Wellington-Altus as a Client Experience Associate in Toronto. Collaborate with a focused team to streamline processes and enhance client interactions.

In this role, you'll support Advisors and Relationship Managers, ensuring efficient service delivery and maintaining organized client information. With an emphasis on operational excellence, you'll identify opportunities to improve workflows and facilitate effective communication. Your administrative expertise will be essential in executing client requests and managing significant projects that enhance overall team productivity.

Key Responsibilities:
• Serve as the primary contact for client inquiries
• Coordinate follow-up actions to meet client needs
• Execute trading instructions based on portfolio manager direction
• Streamline processes and manage client information
• Support team projects to foster collaboration

Requirements:...