On-Site Client Financial Advisor

Become an On-Site Client Financial Advisor in a temporary, full-time role where member satisfaction and sales support shape success. Utilize your skills in documentation and advisory services.
This 18-month role is ideal for candidates with a minimum of three years in finance, ready to collaborate with account managers. Your tasks will include assisting members with product engagement, completing administrative duties, and confirming client transactions. You're essential in maintaining customer satisfaction and operational integrity.
Key Responsibilities:
• Prepare documentation and obtain client signatures
• Assist clients in using financial products effectively
• Help prioritize account managers’ weekly tasks
• Follow up with clients on planned financial transactions
• Create and deliver presentations to clients
Requirements:
• At least three years of relevant experience in finance
• French language specialism is required
• Knowledgeable in creating f...