Become an essential part of Harbourfront Wealth as a Client Support Advisor in a hybrid role based in Vancouver. This position is perfect for a highly motivated individual focused on delivering excellent customer service.
You will support the Advisor Support team, acting as a knowledge hub for various back-office processes while managing client inquiries efficiently. With 3-5 years of experience, you will contribute to building solid relationships and ensuring high service standards, all while thriving in a fast-paced environment.
Key Responsibilities:
• Serve as a subject matter expert on custodial services
• Monitor and manage client inquiries through email
• Provide timely and accurate customer support
• Develop and deliver training for advisory teams
• Participate in process improvement initiatives
Requirements:
• 3-5 years of administrative and back-office experience
• Familiarity with CIRO operational processes and documentation
• Strong communica...