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Start Date
Immediate
Expiry Date
29 Nov, 26
Salary
0.0
Posted On
31 Aug, 26
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Industry
Banking & Credit
Role Description The Client Services Representative Private Wealth is a full-time, on-site position based in Hamilton, ON. In this role, the representative will serve as a primary point of contact for private wealth clients, responding to inquiries, resolving issues, and ensuring a high level of client satisfaction. Daily responsibilities include managing account-related requests, coordinating with internal teams to support investment and financial service needs, and maintaining accurate client records. The representative will also prepare client communications, assist with onboarding new clients, and ensure that all interactions comply with regulatory and organizational standards. The role involves building strong client relationships, proactively identifying opportunities to improve service, and supporting the overall client experience in a professional and timely manner.
Qualifications
How To Apply:
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