Found Description
Maximize client satisfaction as an Investment Associate at CIBC in Mississauga, ON. You'll support the Investment Counselor while providing exceptional service to high-net-worth clients.
In this administrative role, you will work closely with the Investment Counselor to manage high-value client portfolios. Key responsibilities include preparing documentation, maintaining the client database, and assisting in client presentations. You will be integral in resolving client inquiries and ensuring timely investment of assets while fostering strong client relationships.
Key Responsibilities:
• Provide administrative support to the Investment Counselor
• Maintain accurate client database and contacts
• Prepare and distribute information and documentation
• Resolve client inquiries and assist in client presentations
• Manage new business and follow up on referrals
Requirements:
• Knowledge of market activities and the financial industry
• Strong client service ski...
In this administrative role, you will work closely with the Investment Counselor to manage high-value client portfolios. Key responsibilities include preparing documentation, maintaining the client database, and assisting in client presentations. You will be integral in resolving client inquiries and ensuring timely investment of assets while fostering strong client relationships.
Key Responsibilities:
• Provide administrative support to the Investment Counselor
• Maintain accurate client database and contacts
• Prepare and distribute information and documentation
• Resolve client inquiries and assist in client presentations
• Manage new business and follow up on referrals
Requirements:
• Knowledge of market activities and the financial industry
• Strong client service ski...