Full-time
Client Experience Specialist - Financial Services
Posted by CI Financial • calgary, ab, Canada
About the Role
A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service. The role involves collaborating with various stakeholders to resolve inquiries and process financial transactions. Ideal candidates have 2-3 years of experience in the financial services industry, strong MS Office skills, and a calm demeanor in a fast-paced environment. The position offers a hybrid work model, requiring office attendance three days a week.
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