Financial Advisor

Duration: 6 Months

Location: Montreal, QC H3C 1A3

Job Description

Your role

• Understand the structure and procedures for mutual fund operations (back office operations).
• Establish and maintain strong client relationships by coordinating efforts with various internal departments and divisions
• Ensure a high level of client service by keeping our clients informed of all new developments, products, and services relevant to their business needs.
• Ensure the prompt and complete resolution of all client issues and recommend improvements to policies and procedures with the ultimate goal of continuously improving our service delivery.
• Act as a liaison with various operational areas to ensure tasks are completed proactively and in a timely manner.
• Provide clients with guidance on policies, procedures, and training that directly impact their firm.
• Provide process improvement r...