SMA & Portfolio Services Specialist

A leading wealth management firm in Toronto is seeking a Portfolio Services Representative to join its Operations team. The ideal candidate will have at least 5 years of customer service experience, preferably in financial services, and be fluent in English with strong interpersonal skills. Responsibilities include managing inquiries and account maintenance for high net worth clientele while fostering a culture of continuous improvement. The role offers a competitive compensation package and excellent benefits.
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