Client Service Associate
Toronto, ONFull Time
PC
PBY Capital
2+ YOECandidates need 2-5 years of financial services or wealth management experience, a business, finance, economics or accounting degree, and strong Excel and PowerPoint skills. Attention to detail, organization, and clear written and verbal communication are essential, and CFA or CIM credentials and French bilingualism are assets.
Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn