As a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote... with the network, offer and sell wealth management services to large account holders while forging and maintaining lasting...
Role: As an Account Executive, you will play a pivotal role in nurturing and expanding relationships with our existing... professional translation clients in the legal, financial and securities industries. Your primary focus will be strategically...
on all technical taxation matters related to estate and trust account administration. You will be responsible for supporting Royal... Trust relationship managers in providing efficient, accurate, and quality client service related to tax return preparation...
of their respective client accounts. Key Responsibilities Acts as the primary point of contact for clients relating to account... in quarterly meetings with clients to review account performance and make recommendations that lead directly to portfolio growth...
quality client service to an assigned group of fee clients and Fund Managers , through the management of day-to-day account... to Securities Trade Settlement inquiry; liaise with Fund Managers and internal business unites. Provide a high level of client...
. The Associate, Client Servicing is a key member of the team, supporting the client-facing relationship managers to deliver... support and production of monthly and quarterly client reports Support the relationship managers in responding to client...
. The Associate, Client Servicing is a key member of the team, supporting the client-facing relationship managers to deliver... support and production of monthly and quarterly client reports Support the relationship managers in responding to client...