Job Description

Application Deadline:

03/11/2026

Address:

979 Bank Street 6th Floor

Job Family Group:

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

  • Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
  • Resolves client complaints in a timely and effective manner; escalates as required.
  • Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
  • Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, an...

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