Job opportunity
Client Experience & Operations Specialist
Insigneo
Insigneo is seeking a Client and Operations Associate to deliver dedicated client service and operational support for clients, Financial Advisors, custodians, and internal teams in Toronto. The role ensures regulatory compliance and efficient onboarding and service delivery across account-related processes.
The ideal candidate will have 3+ years in financial services, strong attention to detail, and excellent communication skills, with proficiency in MS Office and CRM tools.
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Apply on source site The ideal candidate will have 3+ years in financial services, strong attention to detail, and excellent communication skills, with proficiency in MS Office and CRM tools.
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